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
$144M
AUM Growth
+$9.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$977K
2
+$918K
3
+$846K
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$758K
5
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$705K

Top Sells

1
+$3.21M
2
+$746K
3
+$530K
4
MRK icon
Merck
MRK
+$318K
5
HEFA icon
iShares Currency Hedged MSCI EAFE ETF
HEFA
+$253K

Sector Composition

1 Financials 4.68%
2 Technology 4.3%
3 Industrials 2.19%
4 Consumer Staples 2.13%
5 Energy 1.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CGCP icon
1
Capital Group Core Plus Income ETF
CGCP
$5.8B
$12.4M 8.61%
549,551
+16,824
SCHZ icon
2
Schwab US Aggregate Bond ETF
SCHZ
$9.05B
$11.1M 7.76%
479,299
-6,395
CGDV icon
3
Capital Group Dividend Value ETF
CGDV
$22.2B
$10.5M 7.33%
266,355
+6,127
CGGR icon
4
Capital Group Growth ETF
CGGR
$16.6B
$8.07M 5.62%
198,550
+13,585
JAAA icon
5
Janus Henderson AAA CLO ETF
JAAA
$25.1B
$5.9M 4.11%
116,240
-1,258
SPLG icon
6
SPDR Portfolio S&P 500 ETF
SPLG
$89.3B
$5.87M 4.09%
80,769
-44,184
SCHX icon
7
Schwab US Large- Cap ETF
SCHX
$61.4B
$4.94M 3.44%
201,943
+1,507
CGXU icon
8
Capital Group International Focus Equity ETF
CGXU
$4.3B
$4.43M 3.09%
163,261
+1,514
SCHF icon
9
Schwab International Equity ETF
SCHF
$52.8B
$3.34M 2.33%
151,031
-4,436
APO icon
10
Apollo Global Management
APO
$71.9B
$3.21M 2.24%
22,647
+1,089
FNDX icon
11
Schwab Fundamental US Large Company Index ETF
FNDX
$20.9B
$3.19M 2.23%
130,166
+1,637
QUAL icon
12
iShares MSCI USA Quality Factor ETF
QUAL
$53.7B
$3M 2.09%
16,402
+587
SCHG icon
13
Schwab US Large-Cap Growth ETF
SCHG
$52.5B
$2.81M 1.95%
96,044
+1,508
IUSB icon
14
iShares Core Total USD Bond Market ETF
IUSB
$33.6B
$2.57M 1.79%
55,610
-11,467
IVW icon
15
iShares S&P 500 Growth ETF
IVW
$66.5B
$2.54M 1.77%
23,109
-2,022
DYNF icon
16
BlackRock US Equity Factor Rotation ETF
DYNF
$26.2B
$2.3M 1.61%
42,318
-345
EFV icon
17
iShares MSCI EAFE Value ETF
EFV
$27.6B
$2.29M 1.6%
36,127
+11,111
MSFT icon
18
Microsoft
MSFT
$3.85T
$2.28M 1.59%
4,593
-3
XTEN icon
19
BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF
XTEN
$753M
$1.89M 1.32%
40,944
+21,166
IVE icon
20
iShares S&P 500 Value ETF
IVE
$42.2B
$1.83M 1.28%
9,368
+501
VOO icon
21
Vanguard S&P 500 ETF
VOO
$765B
$1.81M 1.26%
3,188
-12
FNDF icon
22
Schwab Fundamental International Large Company Index ETF
FNDF
$18.5B
$1.77M 1.24%
44,348
-935
ESGU icon
23
iShares ESG Aware MSCI USA ETF
ESGU
$15B
$1.65M 1.15%
12,186
+71
IEMG icon
24
iShares Core MSCI Emerging Markets ETF
IEMG
$113B
$1.52M 1.06%
25,352
+12,621
CVX icon
25
Chevron
CVX
$310B
$1.51M 1.05%
10,561
-21
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