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
76
$439K 0.27%
8,480
+997
77
$432K 0.27%
7,601
+963
78
$431K 0.27%
7,860
-29,629
79
$425K 0.26%
1,459
+12
80
$417K 0.26%
11,362
-16,440
81
$397K 0.25%
7,907
-5,490
82
$380K 0.23%
6,238
+53
83
$378K 0.23%
1,551
-190
84
$372K 0.23%
3,671
-812
85
$355K 0.22%
19,474
+63
86
$349K 0.22%
4,772
-7
87
$336K 0.21%
12,009
-37
88
$325K 0.2%
3,557
89
$323K 0.2%
2,431
-690
90
$322K 0.2%
2,403
+2
91
$317K 0.2%
6,400
-1,950
92
$316K 0.2%
2,796
-607
93
$313K 0.19%
981
+46
94
$301K 0.19%
1,390
-15
95
$297K 0.18%
+5,289
96
$294K 0.18%
2,025
+2
97
$291K 0.18%
1,831
98
$288K 0.18%
2,360
99
$277K 0.17%
4,555
+343
100
$274K 0.17%
+3,582
2 3
4
5 6