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 5.73%
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
651
$0 ﹤0.01%
1
-22
652
$0 ﹤0.01%
10
653
$0 ﹤0.01%
10
654
$0 ﹤0.01%
1
655
– –
-8
656
– –
-200
657
– –
-380
658
$0 ﹤0.01%
20
659
$0 ﹤0.01%
26
660
$0 ﹤0.01%
10
661
$0 ﹤0.01%
+100
662
$0 ﹤0.01%
5
663
$0 ﹤0.01%
25
664
– –
-25
665
– –
-15
666
– –
-31
667
$0 ﹤0.01%
6
668
$0 ﹤0.01%
5
669
$0 ﹤0.01%
10
670
$0 ﹤0.01%
3
671
– –
-100
672
– –
-50
673
– –
-33,015
674
$0 ﹤0.01%
1
675
– –
-200
24 25 26
27
28