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
76
$253K 0.19%
2,734
-57
77
$249K 0.19%
2,228
+8
78
$246K 0.18%
2,743
-8
79
$245K 0.18%
5,887
-2,887
80
$244K 0.18%
2,240
-20
81
$223K 0.17%
6,440
-2,954
82
$217K 0.16%
7,553
-66,551
83
$216K 0.16%
9,753
-5,518
84
$211K 0.16%
769
+76
85
$205K 0.15%
5,810
-350
86
$200K 0.15%
+4,000
87
$200K 0.15%
+6,645
88
$186K 0.14%
2,170
-860
89
$180K 0.13%
1,693
-1,206
90
$175K 0.13%
8,968
-85,444
91
$169K 0.13%
2,688
-257
92
$155K 0.12%
1,524
-1,251
93
$155K 0.12%
1,083
-32
94
$150K 0.11%
3,818
+1,776
95
$141K 0.11%
3,389
+71
96
$140K 0.1%
4,417
+1,358
97
$138K 0.1%
701
-13
98
$136K 0.1%
2,863
-1,470
99
$135K 0.1%
1,120
-9,084
100
$134K 0.1%
981
+216
2 3
4
5 6