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
476
$7K ﹤0.01%
325
+2
477
$7K ﹤0.01%
72
+40
478
$7K ﹤0.01%
164
479
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103
+1
480
$7K ﹤0.01%
50
481
$7K ﹤0.01%
285
-100
482
$6K ﹤0.01%
494
+4
483
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154
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484
$6K ﹤0.01%
110
485
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88
486
$6K ﹤0.01%
100
487
$6K ﹤0.01%
280
+3
488
$6K ﹤0.01%
114
489
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500
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100
491
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+100
492
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40
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494
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71
+53
495
$6K ﹤0.01%
+438
496
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200
497
$6K ﹤0.01%
+300
498
$5K ﹤0.01%
20
499
$5K ﹤0.01%
784
+12
500
$5K ﹤0.01%
154
+1
18 19
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