CWA

Clearview Wealth Advisors Portfolio holdings

AUM $156M
1-Year Est. Return 11.36%
This Quarter Est. Return
1 Year Est. Return
+11.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$149M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
595
New
Increased
Reduced
Closed

Top Buys

1
+$11.6M
2
+$8.86M
3
+$8.41M
4
SPIB icon
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$5.48M
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$5.42M

Top Sells

No sells this quarter

Sector Composition

1 Technology 5.32%
2 Consumer Staples 3.62%
3 Financials 3.45%
4 Healthcare 3.4%
5 Industrials 2.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$605K 0.41%
+9,752
52
$600K 0.4%
+4,030
53
$600K 0.4%
+3,940
54
$595K 0.4%
+4,279
55
$594K 0.4%
+15,322
56
$589K 0.4%
+5,494
57
$589K 0.4%
+21,315
58
$565K 0.38%
+12,617
59
$552K 0.37%
+2,380
60
$512K 0.34%
+6,369
61
$510K 0.34%
+1,437
62
$494K 0.33%
+4,247
63
$493K 0.33%
+6,316
64
$471K 0.32%
+14,342
65
$436K 0.29%
+2,050
66
$426K 0.29%
+11,583
67
$426K 0.29%
+1,948
68
$421K 0.28%
+7,671
69
$417K 0.28%
+19,195
70
$412K 0.28%
+3,553
71
$410K 0.28%
+2,904
72
$401K 0.27%
+7,388
73
$399K 0.27%
+7,039
74
$391K 0.26%
+29,960
75
$376K 0.25%
+3,186
1 2
3
4 5