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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
476
$7K ﹤0.01%
200
477
$7K ﹤0.01%
652
+14
478
$7K ﹤0.01%
239
-40
479
$7K ﹤0.01%
219
480
$7K ﹤0.01%
50
481
$7K ﹤0.01%
145
482
$6K ﹤0.01%
99
+1
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$6K ﹤0.01%
200
484
$6K ﹤0.01%
+300
485
$6K ﹤0.01%
71
+53
486
$6K ﹤0.01%
154
+1
487
$6K ﹤0.01%
110
488
$6K ﹤0.01%
88
489
$6K ﹤0.01%
100
490
$6K ﹤0.01%
280
+3
491
$6K ﹤0.01%
114
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$6K ﹤0.01%
500
493
$6K ﹤0.01%
100
494
$6K ﹤0.01%
+100
495
$6K ﹤0.01%
40
496
$6K ﹤0.01%
200
497
$6K ﹤0.01%
+438
498
$5K ﹤0.01%
100
499
$5K ﹤0.01%
116
500
$5K ﹤0.01%
+180
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