CWA

Clearview Wealth Advisors Portfolio holdings

AUM $134M

AUM

$134M

AUM Growth

+$2.29M (+2%)

Cap. Flow

+$4.94M

Cap. Flow % of AUM

3.69%

Top 10 Holdings %Top 10 Hldgs %

50.46%

Holding

104

New

9

Increased

22

Reduced

61

Closed

5

Top Buys

1	Janus Henderson AAA CLO ETF JAAA	$4.31M
2	Apollo Global Management APO	$2.39M
3	BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF XTEN	$921K
4	SPDR Gold MiniShares Trust GLDM	$592K
5	Invesco S&P 500 Top 50 ETF XLG	$539K

Top Sells

1	iShares Core Total USD Bond Market ETF IUSB	$957K
2	iShares MSCI EAFE Growth ETF EFG	$835K
3	SPDR Portfolio S&P 500 ETF SPLG	$549K
4	Capital Group Growth ETF CGGR	$462K
5	Schwab US Dividend Equity ETF SCHD	$440K

Sector Composition

1	Financials	4.63%
2	Technology	3.82%
3	Consumer Staples	2.43%
4	Industrials	2.2%
5	Healthcare	2.04%

#	Name	Market Value	Portfolio Weight	Shares or Principal	Shares Change %	Capital Flow
101	101 Alphabet (Google) Class A GOOGL $2.08T	$0	0%	0 -1,237	Closed	–
102	102 iShares US Infrastructure ETF IFRA $2.42B	$0	0%	0 -5,142	Closed	–
103	103 SPDR S&P 500 ETF Trust SPY $624B	$0	0%	0 -363	Closed	–
104	104 iShares 20+ Year Treasury Bond ETF TLT $50.8B	$0	0%	0 -8,131	Closed	–