CWA
Clearview Wealth Advisors Portfolio holdings
AUM
$144M
This Quarter Return
+1.63%
1 Year Return
+11.7%
3 Year Return
+39.05%
5 Year Return
–
10 Year Return
–
AUM
$115M
AUM Growth
+$115M
(+17%)
Cap. Flow
+$16.3M
Cap. Flow
% of AUM
14.22%
Top 10 Holdings %
Top 10 Hldgs %
50.23%
Holding
125
New
21
Increased
8
Reduced
61
Closed
30
Top Buys
| 1 |
Capital Group Core Plus Income ETF
CGCP
|
$9.9M |
| 2 |
Capital Group Dividend Value ETF
CGDV
|
$7.8M |
| 3 |
Capital Group Growth ETF
CGGR
|
$5.63M |
| 4 |
Schwab US Aggregate Bond ETF
SCHZ
|
$4.67M |
| 5 |
Schwab US Large- Cap ETF
SCHX
|
$3.96M |
Top Sells
Sector Composition
| 1 | Technology | 5.01% |
| 2 | Financials | 2.93% |
| 3 | Consumer Staples | 2.9% |
| 4 | Healthcare | 2.29% |
| 5 | Industrials | 2.25% |
