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
76
$387K 0.39%
4,438
-1,849
77
$374K 0.38%
906
-348
78
$371K 0.38%
9,103
-3,650
79
$366K 0.37%
2,379
-6,763
80
$366K 0.37%
3,545
-146
81
$363K 0.37%
1,897
-773
82
$355K 0.36%
1,828
-693
83
$350K 0.35%
1,132
-34
84
$346K 0.35%
+6,634
85
$343K 0.35%
3,762
86
$340K 0.34%
10,673
-4,625
87
$335K 0.34%
19,122
-7,674
88
$329K 0.33%
4,336
-1,869
89
$325K 0.33%
2,476
-1,023
90
$312K 0.32%
11,236
-4,745
91
$310K 0.31%
+12,069
92
$304K 0.31%
+11,084
93
$303K 0.31%
+17,752
94
$298K 0.3%
+5,707
95
$292K 0.3%
+13,279
96
$291K 0.29%
3,894
-24
97
$288K 0.29%
+9,020
98
$286K 0.29%
3,876
-20,039
99
$281K 0.28%
+7,610
100
$273K 0.28%
5,426
-1,428
2 3
4
5 6