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
51
$705K 0.44%
7,040
-260
52
$698K 0.43%
6,016
-8
53
$688K 0.42%
12,978
-664
54
$680K 0.42%
26,126
+22,737
55
$678K 0.42%
8,195
-6,636
56
$672K 0.41%
10,062
+365
57
$661K 0.41%
2,380
58
$631K 0.39%
4,259
+91
59
$611K 0.38%
5,213
+2
60
$609K 0.38%
6,324
-8
61
$599K 0.37%
1,583
+18
62
$593K 0.37%
5,575
+3,603
63
$577K 0.36%
4,273
+4
64
$565K 0.35%
3,955
-8
65
$561K 0.35%
9,398
+4,760
66
$523K 0.32%
12,543
+1,310
67
$517K 0.32%
5,389
-109
68
$487K 0.3%
13,585
-130
69
$481K 0.3%
12,293
+773
70
$456K 0.28%
20,963
+269
71
$456K 0.28%
5,857
-287
72
$455K 0.28%
1,944
-59
73
$448K 0.28%
2,043
+1
74
$444K 0.27%
3,169
+2
75
$442K 0.27%
2,856
-21
1 2
3
4 5