CWA
Clearview Wealth Advisors Portfolio holdings
AUM
$144M
1-Year Return
11.7%
This Quarter Return
+6.28%
1 Year Return
+11.7%
3 Year Return
+39.05%
5 Year Return
–
10 Year Return
–
AUM
$164M
AUM Growth
+$6.2M
(+3.9%)
Cap. Flow
-$2.43M
Cap. Flow
% of AUM
-1.48%
Top 10 Holdings %
Top 10 Hldgs %
39.4%
Holding
754
New
70
Increased
181
Reduced
196
Closed
64
Top Buys
| 1 |
Schwab US TIPS ETF
SCHP
|
$2.7M |
| 2 |
SPDR Portfolio S&P 500 ETF
SPLG
|
$1.86M |
| 3 |
iShares Core Total USD Bond Market ETF
IUSB
|
$1.6M |
| 4 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$1.49M |
| 5 |
Global X S&P 500 Covered Call ETF
XYLD
|
$702K |
Top Sells
Sector Composition
| 1 | Technology | 6.37% |
| 2 | Financials | 4.24% |
| 3 | Healthcare | 4.07% |
| 4 | Consumer Staples | 3.42% |
| 5 | Industrials | 2.83% |
