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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
401
$11K 0.01%
450
402
– –
0
403
$11K 0.01%
120
404
$11K 0.01%
+74
405
$11K 0.01%
+50
406
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+16
407
$11K 0.01%
109
408
$11K 0.01%
256
409
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505
410
$11K 0.01%
+200
411
$11K 0.01%
60
412
$10K 0.01%
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413
$10K 0.01%
+43
414
$10K 0.01%
200
415
$10K 0.01%
673
+60
416
$10K 0.01%
1,283
+28
417
$10K 0.01%
339
-592
418
$10K 0.01%
82
419
$10K 0.01%
132
-1,821
420
$10K 0.01%
+140
421
$10K 0.01%
100
422
$10K 0.01%
110
423
$10K 0.01%
65
424
$10K 0.01%
+115
425
$10K 0.01%
30
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