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
151
$87K 0.06%
+273
152
$84K 0.06%
+350
153
$84K 0.06%
+235
154
$82K 0.06%
+2,136
155
$80K 0.05%
+1,313
156
$80K 0.05%
+710
157
$78K 0.05%
+1,505
158
$78K 0.05%
+222
159
$78K 0.05%
+5,139
160
$77K 0.05%
+3,612
161
$77K 0.05%
+469
162
$76K 0.05%
+698
163
$75K 0.05%
+586
164
$73K 0.05%
+1,016
165
$73K 0.05%
+1,021
166
$72K 0.05%
+820
167
$72K 0.05%
+742
168
$72K 0.05%
+1,555
169
$72K 0.05%
+426
170
$71K 0.05%
+2,339
171
$69K 0.05%
+4,100
172
$68K 0.05%
+783
173
$67K 0.05%
+771
174
$67K 0.05%
+1,332
175
$66K 0.04%
+431
5 6
7
8 9