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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
551
$3K ﹤0.01%
+100
552
$3K ﹤0.01%
200
553
$3K ﹤0.01%
163
+5
554
$3K ﹤0.01%
31
555
$3K ﹤0.01%
+42
556
$3K ﹤0.01%
22
557
$3K ﹤0.01%
184
+4
558
$3K ﹤0.01%
400
559
$3K ﹤0.01%
70
560
$2K ﹤0.01%
25
561
$2K ﹤0.01%
500
562
$2K ﹤0.01%
10
563
$2K ﹤0.01%
+200
564
$2K ﹤0.01%
50
565
$2K ﹤0.01%
287
+5
566
$2K ﹤0.01%
30
567
$2K ﹤0.01%
+200
568
$2K ﹤0.01%
1
569
$2K ﹤0.01%
+100
570
$2K ﹤0.01%
16
571
$2K ﹤0.01%
38
572
$2K ﹤0.01%
6
573
$2K ﹤0.01%
117
574
$2K ﹤0.01%
11
575
$2K ﹤0.01%
140
21 22
23
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