CWA
Clearview Wealth Advisors Portfolio holdings
AUM
$144M
1-Year Return
11.7%
This Quarter Return
-0.49%
1 Year Return
+11.7%
3 Year Return
+39.05%
5 Year Return
–
10 Year Return
–
AUM
$158M
AUM Growth
-$4.09M
(-2.5%)
Cap. Flow
-$2.82M
Cap. Flow
% of AUM
-1.79%
Top 10 Holdings %
Top 10 Hldgs %
38.03%
Holding
721
New
48
Increased
251
Reduced
107
Closed
35
Top Buys
| 1 |
iShares Fallen Angels USD Bond ETF
FALN
|
+$2.56M |
| 2 |
iShares US Technology ETF
IYW
|
+$1.98M |
| 3 |
iShares MBS ETF
MBB
|
+$1.96M |
| 4 |
Schwab US TIPS ETF
SCHP
|
+$1.78M |
| 5 |
iShares MSCI EAFE Growth ETF
EFG
|
+$1.29M |
Top Sells
Sector Composition
| 1 | Technology | 6.08% |
| 2 | Financials | 4.59% |
| 3 | Consumer Staples | 3.59% |
| 4 | Healthcare | 3.53% |
| 5 | Industrials | 2.96% |
