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
$162M
AUM Growth
+$7.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
700
New
Increased
Reduced
Closed

Top Buys

1
+$2.94M
2
+$2.19M
3
+$2.09M
4
SCHJ icon
Schwab 1-5 Year Corporate Bond ETF
SCHJ
+$1.41M
5
VRP icon
Invesco Variable Rate Preferred ETF
VRP
+$1.02M

Top Sells

1
+$3.43M
2
+$1.62M
3
+$988K
4
FTEC icon
Fidelity MSCI Information Technology Index ETF
FTEC
+$975K
5
IVOL icon
Quadratic Interest Rate Volatility and Inflation Hedge ETF
IVOL
+$944K

Sector Composition

1 Technology 5.73%
2 Financials 4.31%
3 Healthcare 3.55%
4 Consumer Staples 3.42%
5 Industrials 2.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$44K 0.03%
341
-895
252
$43K 0.03%
189
-3
253
$43K 0.03%
485
+2
254
$42K 0.03%
152
+56
255
$42K 0.03%
674
256
$41K 0.03%
381
+16
257
$41K 0.03%
88
258
$41K 0.03%
375
+2
259
$41K 0.03%
427
260
$40K 0.02%
167
261
$40K 0.02%
162
-8
262
$40K 0.02%
324
263
$40K 0.02%
451
264
$40K 0.02%
900
265
$39K 0.02%
1,050
266
$39K 0.02%
980
+5
267
$39K 0.02%
921
268
$39K 0.02%
251
269
$38K 0.02%
703
270
$37K 0.02%
223
+1
271
$37K 0.02%
+386
272
$37K 0.02%
76
273
$37K 0.02%
277
-28
274
$36K 0.02%
1,371
+8
275
$36K 0.02%
1,111
+4
9 10
11
12 13