CWA
Clearview Wealth Advisors Portfolio holdings
AUM
$158M
1-Year Est. Return
14.23%
This Fund
S&P 500
1 Year Est. Return
+14.23%
AUM
$158M
AUM Growth
+$1.6M
(+1%)
Holding
105
Top Buys
| 1 | +$1.08M | |
| 2 | +$872K | |
| 3 | +$797K | |
| 4 |
BAI
iShares A.I. Innovation and Tech Active ETF
BAI
|
+$704K |
| 5 |
Janus Henderson AAA CLO ETF
JAAA
|
+$489K |
Top Sells
| 1 | +$1.62M | |
| 2 | +$1.02M | |
| 3 | +$961K | |
| 4 |
iShares MSCI EAFE Value ETF
EFV
|
+$719K |
| 5 |
iShares Core Universal USD Bond ETF
IUSB
|
+$517K |
Sector Composition
| 1 | Financials | 4.72% |
| 2 | Technology | 3.81% |
| 3 | Industrials | 1.83% |
| 4 | Consumer Staples | 1.7% |
| 5 | Healthcare | 1.5% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Fidelity MSCI Information Technology Index ETF
FTEC
$15.5B
| $209K | 0.13% |
929
+1
|
|
||
102
W.P. Carey
WPC
$16.3B
| $203K | 0.13% |
3,154
-151
|
|
||
103
Willamette Valley Vineyards
WVVI
$13.5M
| $47.6K | 0.03% |
15,622
+98
|
|
||
104
iShares MSCI EAFE Growth ETF
EFG
$9.47B
| – | – |
-8,938
|
|
||
105
iShares US Technology ETF
IYW
$19.3B
| – | – |
-4,906
|
|