CWA

Clearview Wealth Advisors Portfolio holdings

AUM $156M
1-Year Est. Return 11.36%
This Quarter Est. Return
1 Year Est. Return
+11.36%
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
176
$88K 0.05%
530
177
$88K 0.05%
1,304
178
$87K 0.05%
773
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179
$87K 0.05%
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180
$86K 0.05%
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181
$86K 0.05%
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182
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183
$84K 0.05%
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184
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185
$83K 0.05%
228
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186
$82K 0.05%
612
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187
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546
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188
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189
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190
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698
191
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192
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199
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200
$76K 0.05%
+1,470
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