CWA
Clearview Wealth Advisors Portfolio holdings
AUM
$144M
1-Year Est. Return
11.7%
1 Year Est. Return
+11.7%
AUM
$134M
AUM Growth
+$2.29M
(+1.7%)
Holding
104
Top Buys
| 1 | +$4.31M | |
| 2 | +$2.39M | |
| 3 | +$921K | |
| 4 |
SPDR Gold MiniShares Trust
GLDM
|
+$592K |
| 5 |
Invesco S&P 500 Top 50 ETF
XLG
|
+$539K |
Top Sells
| 1 | +$957K | |
| 2 | +$835K | |
| 3 | +$710K | |
| 4 |
SPDR Portfolio S&P 500 ETF
SPLG
|
+$549K |
| 5 |
Capital Group Growth ETF
CGGR
|
+$462K |
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 |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Alphabet (Google) Class A
GOOGL
$3.1T
| – | – |
-1,237
|
|
||
102
iShares US Infrastructure ETF
IFRA
$3.12B
| – | – |
-5,142
|
|
||
103
SPDR S&P 500 ETF Trust
SPY
$667B
| – | – |
-363
|
|
||
104
iShares 20+ Year Treasury Bond ETF
TLT
$49.2B
| – | – |
-8,131
|
|