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
101
$134K 0.1%
2,647
+6
102
$132K 0.1%
3,264
+658
103
$130K 0.1%
3,378
+11
104
$128K 0.1%
1,280
-370
105
$125K 0.09%
3,856
+812
106
$124K 0.09%
1,883
107
$120K 0.09%
3,893
-1,792
108
$118K 0.09%
1,728
-71
109
$118K 0.09%
312
+13
110
$118K 0.09%
4,880
-1,422
111
$117K 0.09%
2,667
-3
112
$116K 0.09%
1,524
+3
113
$111K 0.08%
688
+477
114
$110K 0.08%
2,151
+14
115
$109K 0.08%
1,892
-197
116
$108K 0.08%
1,114
-163
117
$107K 0.08%
1,341
-12,595
118
$107K 0.08%
1,052
-172
119
$105K 0.08%
489
-50
120
$105K 0.08%
801
+4
121
$104K 0.08%
425
122
$104K 0.08%
1,579
-27
123
$101K 0.08%
1,955
-172
124
$100K 0.07%
1,050
-228
125
$100K 0.07%
1,399
-130
3 4
5
6 7