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
$98.7M
AUM Growth
-$30.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
725
New
Increased
Reduced
Closed

Top Buys

1
+$2.45M
2
+$2.28M
3
+$2.27M
4
SPSB icon
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$1.7M
5
MKTX icon
MarketAxess Holdings
MKTX
+$1M

Top Sells

1
+$8.68M
2
+$7.32M
3
+$5.08M
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$3.18M
5
IUSB icon
iShares Core Total USD Bond Market ETF
IUSB
+$2.73M

Sector Composition

1 Technology 9.46%
2 Industrials 8.11%
3 Healthcare 7.83%
4 Consumer Staples 6.53%
5 Financials 5.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$577K 0.58%
2,063
-757
52
$574K 0.58%
3,837
+3,782
53
$569K 0.58%
5,392
-20,562
54
$569K 0.58%
+7,048
55
$555K 0.56%
10,625
-4,415
56
$547K 0.55%
5,400
-6,077
57
$539K 0.55%
2,541
-1,020
58
$534K 0.54%
5,749
-6,147
59
$490K 0.5%
7,854
-715
60
$488K 0.49%
3,826
-1,613
61
$475K 0.48%
4,466
-1,797
62
$475K 0.48%
7,619
+459
63
$469K 0.48%
3,692
-1,574
64
$467K 0.47%
2,864
-1,218
65
$459K 0.46%
4,741
-4,835
66
$451K 0.46%
6,469
+5,869
67
$445K 0.45%
2,990
-938
68
$430K 0.44%
15,480
-1,440
69
$428K 0.43%
5,008
-1,653
70
$425K 0.43%
2,123
+1,886
71
$423K 0.43%
24,059
-1,386
72
$418K 0.42%
3,366
+1,117
73
$400K 0.41%
9,606
-22,211
74
$398K 0.4%
15,765
-16,902
75
$388K 0.39%
19,168
+194
1 2
3
4 5