CWA

Clearview Wealth Advisors Portfolio holdings

AUM $144M
1-Year Est. Return 11.7%
This Quarter Est. Return
1 Year Est. Return
+11.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$133M
AUM Growth
-$18.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
676
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$2.36M
3
+$1.43M
4
SPSB icon
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$1.12M
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$1.06M

Top Sells

1
+$2.28M
2
+$1.91M
3
+$1.67M
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$1.6M
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$1.36M

Sector Composition

1 Healthcare 4.78%
2 Technology 4.51%
3 Financials 4.01%
4 Industrials 3.41%
5 Consumer Staples 3.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$496K 0.37%
3,112
+583
52
$489K 0.37%
6,024
+240
53
$487K 0.36%
6,449
-16
54
$485K 0.36%
6,098
+162
55
$480K 0.36%
2,442
+90
56
$478K 0.36%
4,500
+120
57
$447K 0.33%
2,572
+102
58
$437K 0.33%
26,064
+1,189
59
$421K 0.32%
17,712
-532
60
$417K 0.31%
15,357
+717
61
$411K 0.31%
19,630
-5,382
62
$410K 0.31%
1,686
+68
63
$384K 0.29%
6,704
-1,409
64
$380K 0.28%
2,815
+107
65
$358K 0.27%
1,194
+1,184
66
$351K 0.26%
8,665
-1,479
67
$319K 0.24%
4,413
-1,179
68
$313K 0.23%
3,733
+36
69
$309K 0.23%
1,132
-18
70
$306K 0.23%
6,215
+12
71
$287K 0.22%
18,930
+3,410
72
$278K 0.21%
8,513
+37
73
$275K 0.21%
3,035
-12,464
74
$271K 0.2%
1,030
75
$257K 0.19%
8,382
-4,045
1 2
3
4 5