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
101
$227K 0.15%
+35,674
102
$225K 0.15%
+4,333
103
$219K 0.15%
+1,051
104
$218K 0.15%
+1,202
105
$212K 0.14%
+1,980
106
$207K 0.14%
+2,360
107
$201K 0.14%
+937
108
$201K 0.14%
+3,732
109
$190K 0.13%
+2,980
110
$189K 0.13%
+1,842
111
$184K 0.12%
+1,143
112
$179K 0.12%
+3,989
113
$167K 0.11%
+4,186
114
$167K 0.11%
+1,392
115
$156K 0.1%
+311
116
$151K 0.1%
+4,482
117
$150K 0.1%
+2,749
118
$150K 0.1%
+3,616
119
$149K 0.1%
+3,492
120
$147K 0.1%
+1,900
121
$146K 0.1%
+5,185
122
$137K 0.09%
+1,907
123
$137K 0.09%
+2,224
124
$131K 0.09%
+1,867
125
$130K 0.09%
+3,326
3 4
5
6 7