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
$133M
AUM Growth
-$18.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
676
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$2.36M
3
+$1.43M
4
SPSB icon
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$1.12M
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$1.06M

Top Sells

1
+$2.28M
2
+$1.91M
3
+$1.67M
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$1.6M
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$1.36M

Sector Composition

1 Healthcare 4.78%
2 Technology 4.51%
3 Financials 4.01%
4 Industrials 3.41%
5 Consumer Staples 3.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$42K 0.03%
370
-225
202
$42K 0.03%
620
+1
203
$41K 0.03%
1,018
-3,315
204
$41K 0.03%
165
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205
$41K 0.03%
404
-88
206
$39K 0.03%
+1,100
207
$39K 0.03%
795
208
$38K 0.03%
380
-500
209
$37K 0.03%
387
-1,251
210
$37K 0.03%
600
211
$36K 0.03%
1,800
212
$36K 0.03%
800
213
$36K 0.03%
1,116
214
$35K 0.03%
900
-2,570
215
$35K 0.03%
1,421
+10
216
$35K 0.03%
462
217
$34K 0.03%
420
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218
$34K 0.03%
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219
$34K 0.03%
513
220
$33K 0.02%
835
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221
$33K 0.02%
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222
$33K 0.02%
343
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223
$33K 0.02%
521
224
$33K 0.02%
1,386
225
$33K 0.02%
1,112
-231
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10 11