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
151
$93K 0.09%
196
152
$92.2K 0.09%
438
+28
153
$92K 0.09%
659
+6
154
$91.5K 0.09%
3,848
-616
155
$90.2K 0.09%
1,487
-15
156
$89K 0.09%
1,547
+12
157
$86.7K 0.09%
225
-894
158
$86.4K 0.09%
1,579
159
$85.5K 0.09%
879
+5
160
$83.3K 0.08%
948
+9
161
$83.1K 0.08%
1,980
+11
162
$82.3K 0.08%
2,433
-60
163
$77.3K 0.08%
451
+3
164
$77.2K 0.08%
509
165
$76.6K 0.08%
1,896
-8,882
166
$75.5K 0.08%
744
167
$75.2K 0.08%
2,014
-5,359
168
$75.2K 0.08%
308
169
$73.5K 0.07%
322
+1
170
$73K 0.07%
918
+40
171
$72.5K 0.07%
940
+2
172
$71.3K 0.07%
616
+4
173
$69K 0.07%
207
174
$68.4K 0.07%
1,305
175
$67.4K 0.07%
1,050
-160
5 6
7
8 9