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
201
$50.7K 0.05%
376
+10
202
$48.7K 0.05%
119
-211
203
$46K 0.05%
1,409
-13,408
204
$44.2K 0.04%
425
+5
205
$43.7K 0.04%
295
+2
206
$41.9K 0.04%
535
207
$40.9K 0.04%
921
208
$40.6K 0.04%
1,239
+9
209
$39.7K 0.04%
295
-2,630
210
$39.4K 0.04%
1,519
-1,258
211
$39.2K 0.04%
237
+11
212
$38.8K 0.04%
409
+2
213
$38.2K 0.04%
601
+8
214
$38.1K 0.04%
1,721
-1,462
215
$37.3K 0.04%
959
-64
216
$35.4K 0.04%
1,151
+2
217
$35.1K 0.04%
1,260
-719
218
$35K 0.04%
1,328
-97
219
$34.9K 0.04%
462
220
$34.3K 0.03%
451
221
$34.1K 0.03%
1,430
222
$33.7K 0.03%
810
223
$33.3K 0.03%
677
-23
224
$32.5K 0.03%
302
-174
225
$31.3K 0.03%
189
7 8
9
10 11