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
101
$271K 0.27%
14,076
-4,625
102
$267K 0.27%
+14,938
103
$267K 0.27%
+14,458
104
$267K 0.27%
2,686
-71
105
$264K 0.27%
3,062
+2,591
106
$263K 0.27%
1,030
107
$262K 0.27%
9,778
-28,724
108
$257K 0.26%
3,361
-16,757
109
$247K 0.25%
2,067
-771
110
$232K 0.24%
2,118
+15
111
$229K 0.23%
774
-3
112
$225K 0.23%
3,852
-18,877
113
$221K 0.22%
6,995
-35
114
$202K 0.2%
6,645
115
$202K 0.2%
4,000
116
$201K 0.2%
3,240
-13,110
117
$200K 0.2%
2,162
-259
118
$197K 0.2%
2,383
-618
119
$191K 0.19%
5,379
-29
120
$177K 0.18%
1,274
-2,582
121
$157K 0.16%
2,524
-185
122
$155K 0.16%
2,036
-9,399
123
$151K 0.15%
2,523
-12,523
124
$149K 0.15%
597
-2,678
125
$149K 0.15%
1,429
-98
3 4
5
6 7