CWA
Clearview Wealth Advisors Portfolio holdings
AUM
$144M
This Quarter Return
+9.06%
1 Year Return
+11.7%
3 Year Return
+39.05%
5 Year Return
–
10 Year Return
–
AUM
$85.8M
AUM Growth
+$85.8M
(+6.2%)
Cap. Flow
-$655K
Cap. Flow
% of AUM
-0.76%
Top 10 Holdings %
Top 10 Hldgs %
30.9%
Holding
139
New
24
Increased
35
Reduced
50
Closed
28
Top Buys
| 1 |
iShares Core US Aggregate Bond ETF
AGG
|
$2.41M |
| 2 |
Invesco DB US Dollar Index Bullish Fund
UUP
|
$1.98M |
| 3 |
ProShares Short S&P500
SH
|
$1.97M |
| 4 |
ProShares Trust Short MSCI EAFE
EFZ
|
$1.96M |
| 5 |
Boston Properties
BXP
|
$1.19M |
Top Sells
| 1 |
SPDR Bloomberg High Yield Bond ETF
JNK
|
$2.36M |
| 2 |
SPDR Bloomberg International Corporate Bond ETF
IBND
|
$2.3M |
| 3 |
Tyler Technologies
TYL
|
$1.24M |
| 4 |
iShares Core S&P Mid-Cap ETF
IJH
|
$918K |
| 5 |
Sprouts Farmers Market
SFM
|
$874K |
Sector Composition
| 1 | Technology | 10.13% |
| 2 | Healthcare | 9.46% |
| 3 | Industrials | 8.07% |
| 4 | Consumer Discretionary | 5.02% |
| 5 | Consumer Staples | 4.83% |
