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
126
$126K 0.08%
+2,443
127
$122K 0.08%
+1,019
128
$117K 0.08%
+2,518
129
$116K 0.08%
+1,681
130
$116K 0.08%
+446
131
$113K 0.08%
+1,831
132
$112K 0.08%
+409
133
$112K 0.08%
+3,337
134
$110K 0.07%
+932
135
$107K 0.07%
+1,990
136
$105K 0.07%
+2,380
137
$105K 0.07%
+513
138
$105K 0.07%
+973
139
$105K 0.07%
+2,543
140
$104K 0.07%
+2,400
141
$103K 0.07%
+2,516
142
$101K 0.07%
+1,972
143
$95K 0.06%
+1,462
144
$95K 0.06%
+530
145
$91K 0.06%
+759
146
$91K 0.06%
+258
147
$90K 0.06%
+1,725
148
$90K 0.06%
+880
149
$89K 0.06%
+1,304
150
$87K 0.06%
+1,407
4 5
6
7 8