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
176
$67.2K 0.07%
992
+9
177
$67.1K 0.07%
670
-87
178
$66.4K 0.07%
756
+1
179
$66.1K 0.07%
1,859
+23
180
$65.5K 0.07%
644
-1,860
181
$62.8K 0.06%
694
-3,565
182
$62.4K 0.06%
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-165
183
$62.2K 0.06%
1,393
-121
184
$62K 0.06%
299
+97
185
$61.9K 0.06%
1,632
+1
186
$61.5K 0.06%
670
187
$61.3K 0.06%
635
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188
$60K 0.06%
283
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189
$59.1K 0.06%
4,688
-57
190
$55.8K 0.06%
162
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$55.2K 0.06%
1,780
192
$54.9K 0.06%
1,095
193
$53.9K 0.05%
592
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194
$52.4K 0.05%
1,299
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195
$52.3K 0.05%
1,116
196
$51.7K 0.05%
801
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197
$51.5K 0.05%
381
198
$51.5K 0.05%
1,911
+16
199
$50.8K 0.05%
512
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200
$50.7K 0.05%
350
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8
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