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
201
$48K 0.03%
+203
202
$47K 0.03%
+3,616
203
$47K 0.03%
+690
204
$46K 0.03%
+765
205
$45K 0.03%
+880
206
$45K 0.03%
+283
207
$44K 0.03%
+500
208
$44K 0.03%
+343
209
$44K 0.03%
+481
210
$42K 0.03%
+346
211
$41K 0.03%
+166
212
$41K 0.03%
+1,511
213
$41K 0.03%
+255
214
$40K 0.03%
+697
215
$40K 0.03%
+427
216
$40K 0.03%
+488
217
$40K 0.03%
+451
218
$39K 0.03%
+1,559
219
$39K 0.03%
+579
220
$39K 0.03%
+674
221
$38K 0.03%
+800
222
$38K 0.03%
+900
223
$38K 0.03%
+324
224
$38K 0.03%
+395
225
$38K 0.03%
+373
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