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
1
$5.32M 5.39%
110,505
-152,106
2
$3.63M 3.68%
148,920
-355,926
3
$3.3M 3.34%
36,462
-56,190
4
$2.72M 2.76%
91,833
+57,490
5
$2.47M 2.51%
13,496
+13,383
6
$2.28M 2.31%
+56,753
7
$2.27M 2.3%
+24,467
8
$1.98M 2.01%
12,133
-2,396
9
$1.71M 1.74%
5,948
-1,593
10
$1.68M 1.7%
71,424
-135,422
11
$1.57M 1.59%
4,182
-4,165
12
$1.41M 1.42%
30,456
-59,114
13
$1.35M 1.37%
27,516
+10,275
14
$1.35M 1.37%
2,851
+981
15
$1.28M 1.3%
18,444
+7,693
16
$1.22M 1.23%
7,389
-1,607
17
$1.15M 1.16%
12,107
-18,050
18
$1.13M 1.15%
12,066
-18,938
19
$1.1M 1.11%
22,604
-46,468
20
$1M 1.02%
+2,566
21
$928K 0.94%
+2,618
22
$887K 0.9%
+2,968
23
$880K 0.89%
12,104
-7,338
24
$868K 0.88%
12,108
-14,941
25
$867K 0.88%
37,094
-111,367
1
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