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
176
$64K 0.04%
+418
177
$64K 0.04%
+698
178
$64K 0.04%
+1,565
179
$62K 0.04%
+2,039
180
$62K 0.04%
+3,400
181
$60K 0.04%
+429
182
$58K 0.04%
+1,305
183
$58K 0.04%
+1,050
184
$58K 0.04%
+387
185
$57K 0.04%
+258
186
$57K 0.04%
+600
187
$57K 0.04%
+127
188
$56K 0.04%
+336
189
$56K 0.04%
+1,585
190
$55K 0.04%
+259
191
$54K 0.04%
+1,800
192
$54K 0.04%
+116
193
$53K 0.04%
+737
194
$52K 0.03%
+793
195
$50K 0.03%
+1,000
196
$50K 0.03%
+999
197
$50K 0.03%
+1,706
198
$50K 0.03%
+285
199
$49K 0.03%
+452
200
$48K 0.03%
+313
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