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
551
$3K ﹤0.01%
200
552
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163
+5
553
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31
554
$3K ﹤0.01%
+42
555
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22
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+4
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400
558
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100
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$2K ﹤0.01%
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3
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566
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567
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568
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60
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570
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25
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51
572
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56
573
$2K ﹤0.01%
60
574
$2K ﹤0.01%
+40
575
$2K ﹤0.01%
287
+5
21 22
23
24 25