CWA
Clearview Wealth Advisors Portfolio holdings
AUM
$144M
1-Year Return
11.7%
This Quarter Return
+4.68%
1 Year Return
+11.7%
3 Year Return
+39.05%
5 Year Return
–
10 Year Return
–
AUM
$162M
AUM Growth
+$7.82M
(+5.1%)
Cap. Flow
+$1.3M
Cap. Flow
% of AUM
0.8%
Top 10 Holdings %
Top 10 Hldgs %
38.73%
Holding
700
New
64
Increased
191
Reduced
136
Closed
30
Top Buys
| 1 |
iShares Core Total USD Bond Market ETF
IUSB
|
+$2.94M |
| 2 |
iShares GSCI Commodity Dynamic Roll Strategy ETF
COMT
|
+$2.19M |
| 3 |
iShares Global Financials ETF
IXG
|
+$2.09M |
| 4 |
Schwab 1-5 Year Corporate Bond ETF
SCHJ
|
+$1.41M |
| 5 |
Invesco Variable Rate Preferred ETF
VRP
|
+$1.02M |
Top Sells
Sector Composition
| 1 | Technology | 5.73% |
| 2 | Financials | 4.31% |
| 3 | Healthcare | 3.55% |
| 4 | Consumer Staples | 3.42% |
| 5 | Industrials | 2.92% |
