CWA
Clearview Wealth Advisors Portfolio holdings
AUM
$144M
This Quarter Return
-3.72%
1 Year Return
+11.7%
3 Year Return
+39.05%
5 Year Return
–
10 Year Return
–
AUM
$80.8M
AUM Growth
+$80.8M
(-18%)
Cap. Flow
-$14.2M
Cap. Flow
% of AUM
-17.62%
Top 10 Holdings %
Top 10 Hldgs %
30.15%
Holding
703
New
14
Increased
34
Reduced
63
Closed
584
Top Buys
| 1 |
SPDR Bloomberg High Yield Bond ETF
JNK
|
$2.35M |
| 2 |
SPDR Bloomberg International Corporate Bond ETF
IBND
|
$2.3M |
| 3 |
Sprouts Farmers Market
SFM
|
$870K |
| 4 |
iShares Core S&P Mid-Cap ETF
IJH
|
$863K |
| 5 |
RPM International
RPM
|
$854K |
Top Sells
Sector Composition
| 1 | Technology | 11.81% |
| 2 | Healthcare | 8.54% |
| 3 | Consumer Staples | 8.11% |
| 4 | Industrials | 7.83% |
| 5 | Energy | 3.83% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
701
First Trust Municipal High Income ETF
FMHI
$748M
| – | – |
-26
| Closed | -$1.23K |
|
702
Franco-Nevada
FNV
$36.6B
| – | – |
-183
| Closed | -$26.1K |
|