CWA
Clearview Wealth Advisors Portfolio holdings
AUM
$156M
1-Year Est. Return
11.36%
1 Year Est. Return
+11.36%
AUM
$156M
AUM Growth
+$12.7M
(+8.8%)
Holding
104
Top Buys
| 1 | +$1.18M | |
| 2 | +$470K | |
| 3 | +$455K | |
| 4 |
Schwab US Aggregate Bond ETF
SCHZ
|
+$429K |
| 5 |
Capital Group Dividend Value ETF
CGDV
|
+$403K |
Top Sells
| 1 | +$260K | |
| 2 | +$214K | |
| 3 | +$76.4K | |
| 4 |
iShares US Technology ETF
IYW
|
+$62.1K |
| 5 |
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
|
+$55.1K |
Sector Composition
| 1 | Financials | 4.41% |
| 2 | Technology | 4.13% |
| 3 | Industrials | 1.99% |
| 4 | Consumer Staples | 1.9% |
| 5 | Healthcare | 1.53% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Fidelity MSCI Information Technology Index ETF
FTEC
$17B
| $206K | 0.13% |
+928
|
|
||
102
Willamette Valley Vineyards
WVVI
$14.1M
| $56.5K | 0.04% |
15,524
-50
|
|
||
103
Broadcom
AVGO
$1.83T
| – | – |
-944
|
|
||
104
Schwab 5-10 Year Corporate Bond ETF
SCHI
$9.91B
| – | – |
-9,410
|
|