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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
451
$9K 0.01%
+30
452
$9K 0.01%
+200
453
$9K 0.01%
156
454
$9K 0.01%
126
455
$9K 0.01%
271
+5
456
$8K ﹤0.01%
120
457
$8K ﹤0.01%
87
458
$8K ﹤0.01%
170
-162
459
$8K ﹤0.01%
45
460
$8K ﹤0.01%
200
461
$8K ﹤0.01%
91
-110
462
$8K ﹤0.01%
104
463
$8K ﹤0.01%
200
464
$8K ﹤0.01%
77
+1
465
$8K ﹤0.01%
125
466
$7K ﹤0.01%
76
467
$7K ﹤0.01%
174
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468
$7K ﹤0.01%
325
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$7K ﹤0.01%
72
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470
$7K ﹤0.01%
164
471
$7K ﹤0.01%
103
+1
472
$7K ﹤0.01%
285
-100
473
$7K ﹤0.01%
50
474
$7K ﹤0.01%
200
-990
475
$7K ﹤0.01%
46
-56
17 18
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