CWA

Clearview Wealth Advisors Portfolio holdings

AUM $156M
1-Year Est. Return 11.36%
This Quarter Est. Return
1 Year Est. Return
+11.36%
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 5.72%
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
526
$4K ﹤0.01%
62
527
$4K ﹤0.01%
13
528
$4K ﹤0.01%
+42
529
$4K ﹤0.01%
35
530
$4K ﹤0.01%
200
531
$4K ﹤0.01%
28
532
$4K ﹤0.01%
43
533
$4K ﹤0.01%
100
534
$4K ﹤0.01%
+100
535
$4K ﹤0.01%
200
536
$4K ﹤0.01%
100
537
$3K ﹤0.01%
43
-404
538
$3K ﹤0.01%
106
539
$3K ﹤0.01%
400
540
$3K ﹤0.01%
100
541
$3K ﹤0.01%
40
542
$3K ﹤0.01%
10
543
$3K ﹤0.01%
10
544
$3K ﹤0.01%
25
-30
545
$3K ﹤0.01%
75
+1
546
$3K ﹤0.01%
30
-30
547
$3K ﹤0.01%
+30
548
$3K ﹤0.01%
41
+1
549
$3K ﹤0.01%
7
550
$3K ﹤0.01%
49
20 21
22
23 24