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CWA

Clearview Wealth Advisors Portfolio holdings

AUM $158M
1-Year Est. Return 14.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.25%
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
+$2.92M
2
+$2.1M
3
+$2.07M
4
SCHJ icon
Schwab 1-5 Year Corporate Bond ETF
SCHJ
+$1.41M
5
VRP icon
Invesco Variable Rate Preferred ETF
VRP
+$1.01M

Top Sells

1
+$3.38M
2
+$1.62M
3
+$944K
4
IHI icon
iShares US Medical Devices ETF
IHI
+$944K
5
VNLA icon
Janus Henderson Short Duration Income ETF
VNLA
+$943K

Sector Composition

1 Technology 5.72%
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
376
$14K 0.01%
375
377
$14K 0.01%
130
+80
378
$14K 0.01%
236
+1
379
$14K 0.01%
420
+100
380
$13K 0.01%
53
-5
381
$13K 0.01%
200
382
$13K 0.01%
888
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383
$13K 0.01%
767
+310
384
$13K 0.01%
155
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385
$13K 0.01%
92
386
$13K 0.01%
65
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387
$13K 0.01%
276
+24
388
$13K 0.01%
100
389
$12K 0.01%
506
390
$12K 0.01%
400
391
$12K 0.01%
+744
392
$12K 0.01%
150
393
$12K 0.01%
86
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394
$12K 0.01%
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395
$12K 0.01%
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396
$11K 0.01%
180
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397
$11K 0.01%
549
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398
$11K 0.01%
97
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399
$11K 0.01%
137
-188
400
$11K 0.01%
186
-1,668
14 15
16
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