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
101
$264K 0.16%
17,200
-130
102
$263K 0.16%
+4,336
103
$261K 0.16%
4,333
104
$249K 0.15%
1,051
105
$235K 0.15%
4,198
-980
106
$227K 0.14%
6,060
-747
107
$222K 0.14%
1,986
+3
108
$219K 0.14%
4,857
+1,372
109
$215K 0.13%
6,864
+1,908
110
$214K 0.13%
15,674
-6,000
111
$212K 0.13%
3,917
+1,127
112
$211K 0.13%
1,201
+129
113
$210K 0.13%
7,080
+1,420
114
$210K 0.13%
3,680
+912
115
$208K 0.13%
1,481
+672
116
$207K 0.13%
865
117
$205K 0.13%
3,252
+54
118
$201K 0.12%
3,989
119
$193K 0.12%
5,185
-150
120
$188K 0.12%
1,045
-23
121
$187K 0.12%
319
122
$185K 0.11%
1,640
-525
123
$176K 0.11%
12,343
+14
124
$168K 0.1%
4,900
-9,720
125
$165K 0.1%
3,085
+322
3 4
5
6 7