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 5.72%
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
401
$11K 0.01%
+50
402
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+16
403
$11K 0.01%
109
404
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256
405
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505
406
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97
+1
407
$11K 0.01%
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408
$11K 0.01%
450
409
– –
0
410
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120
411
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+74
412
$10K 0.01%
+140
413
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110
414
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65
415
$10K 0.01%
82
416
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+115
417
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30
418
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106
419
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+43
420
$10K 0.01%
200
421
$10K 0.01%
673
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422
$10K 0.01%
1,283
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423
$10K 0.01%
339
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424
$10K 0.01%
132
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425
$10K 0.01%
218
-49
15 16
17
18 19