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
401
$11K 0.01%
180
+1
402
$11K 0.01%
549
+3
403
$11K 0.01%
+50
404
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+16
405
$11K 0.01%
109
406
$11K 0.01%
256
407
$11K 0.01%
505
408
$11K 0.01%
97
+1
409
$11K 0.01%
+200
410
$11K 0.01%
120
411
$11K 0.01%
+74
412
$10K 0.01%
673
+60
413
$10K 0.01%
1,283
+28
414
$10K 0.01%
339
-592
415
$10K 0.01%
82
416
$10K 0.01%
132
-1,821
417
$10K 0.01%
218
-49
418
$10K 0.01%
400
419
$10K 0.01%
314
420
$10K 0.01%
1,100
421
$10K 0.01%
110
422
$10K 0.01%
+476
423
$10K 0.01%
85
424
$10K 0.01%
534
+334
425
$10K 0.01%
+135
15 16
17
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