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
$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
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
1
$11.6M 7.8%
+134,922
2
$8.86M 5.95%
+201,485
3
$8.41M 5.65%
+308,891
4
$5.48M 3.68%
+147,282
5
$5.42M 3.64%
+98,293
6
$4.59M 3.08%
+182,777
7
$3.93M 2.64%
+86,525
8
$3.92M 2.64%
+98,946
9
$3.91M 2.63%
+127,298
10
$3.84M 2.58%
+116,100
11
$3.81M 2.56%
+37,797
12
$3.28M 2.2%
+29,760
13
$2.39M 1.61%
+27,499
14
$2.28M 1.53%
+33,570
15
$2.27M 1.53%
+10,211
16
$2.09M 1.41%
+15,771
17
$1.98M 1.33%
+22,971
18
$1.89M 1.27%
+16,719
19
$1.72M 1.15%
+112,610
20
$1.72M 1.15%
+16,419
21
$1.67M 1.12%
+13,070
22
$1.62M 1.09%
+32,050
23
$1.53M 1.03%
+54,064
24
$1.45M 0.98%
+26,640
25
$1.4M 0.94%
+27,977
1
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