CWA

Clearview Wealth Advisors Portfolio holdings

AUM $144M
1-Year Est. Return 11.7%
This Quarter Est. Return
1 Year Est. Return
+11.7%
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
26
$1.35M 0.83%
18,317
-1,464
27
$1.33M 0.82%
3,367
-49
28
$1.3M 0.8%
7,560
-180
29
$1.28M 0.79%
11,557
-3,360
30
$1.27M 0.78%
30,746
-56
31
$1.26M 0.78%
7,263
+620
32
$1.2M 0.74%
47,583
+16,965
33
$1.19M 0.73%
7,642
+360
34
$1.12M 0.69%
10,691
+6,213
35
$1.1M 0.68%
12,785
-6,801
36
$1.07M 0.66%
26,839
+3,640
37
$1.01M 0.63%
6,149
+51
38
$994K 0.61%
8,442
-8,278
39
$928K 0.57%
+20,039
40
$915K 0.57%
3,445
-2
41
$911K 0.56%
18,134
-18,778
42
$830K 0.51%
17,646
-126
43
$819K 0.51%
3,546
-1
44
$805K 0.5%
14,333
+6
45
$763K 0.47%
3,998
-2
46
$761K 0.47%
27,500
-1,975
47
$744K 0.46%
10,631
+632
48
$740K 0.46%
1,721
-1,438
49
$730K 0.45%
6,483
+381
50
$713K 0.44%
35,640
+40
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2
3 4 5