CWA

Clearview Wealth Advisors Portfolio holdings

AUM $144M
1-Year Est. Return 11.7%
This Quarter Est. Return
1 Year Est. Return
+11.7%
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
676
– –
-18
677
$0 ﹤0.01%
2
678
$0 ﹤0.01%
3
679
$0 ﹤0.01%
3
680
$0 ﹤0.01%
+1
681
$0 ﹤0.01%
20
682
– –
-2,222
683
$0 ﹤0.01%
3
684
$0 ﹤0.01%
10
685
– –
0
686
– –
-50
687
– –
-200
688
$0 ﹤0.01%
57
689
$0 ﹤0.01%
100
-100
690
– –
-200
691
– –
-14
692
– –
-500
693
– –
-25
694
– –
-400
695
– –
-113
696
– –
-28
24 25 26 27
28