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
126
$163K 0.1%
1,893
+13
127
$155K 0.1%
2,409
+4
128
$149K 0.09%
3,341
+8
129
$145K 0.09%
3,120
+55
130
$143K 0.09%
2,559
+27
131
$142K 0.09%
407
+101
132
$138K 0.09%
1,222
133
$138K 0.09%
1,883
-18
134
$138K 0.09%
2,279
-25
135
$136K 0.08%
3,021
-4,409
136
$136K 0.08%
2,220
-1,640
137
$131K 0.08%
+3,663
138
$126K 0.08%
2,469
+13
139
$122K 0.08%
2,447
+4
140
$120K 0.07%
4,680
-1,360
141
$118K 0.07%
1,624
142
$118K 0.07%
515
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143
$118K 0.07%
607
+267
144
$117K 0.07%
1,808
+473
145
$116K 0.07%
871
-178
146
$115K 0.07%
516
+2
147
$115K 0.07%
1,901
+10
148
$114K 0.07%
990
+64
149
$112K 0.07%
+2,682
150
$111K 0.07%
1,119
+363
4 5
6
7 8