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
$156M
AUM Growth
+$12.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$1.18M
2
+$470K
3
+$455K
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$429K
5
CGDV icon
Capital Group Dividend Value ETF
CGDV
+$403K

Top Sells

1
+$260K
2
+$214K
3
+$76.4K
4
IYW icon
iShares US Technology ETF
IYW
+$62.1K
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$55.1K

Sector Composition

1 Financials 4.41%
2 Technology 4.13%
3 Industrials 1.99%
4 Consumer Staples 1.9%
5 Healthcare 1.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CGCP icon
1
Capital Group Core Plus Income ETF
CGCP
$6.22B
$13.7M 8.75%
601,461
+51,910
SCHZ icon
2
Schwab US Aggregate Bond ETF
SCHZ
$9.33B
$11.7M 7.48%
497,588
+18,289
CGDV icon
3
Capital Group Dividend Value ETF
CGDV
$25.4B
$11.6M 7.43%
275,955
+9,600
CGGR icon
4
Capital Group Growth ETF
CGGR
$18.5B
$9.18M 5.87%
208,911
+10,361
JAAA icon
5
Janus Henderson AAA CLO ETF
JAAA
$25.2B
$6.37M 4.08%
125,499
+9,259
SPYM
6
State Street SPDR Portfolio S&P 500 ETF
SPYM
$97.6B
$6.27M 4.02%
80,066
-703
SCHX icon
7
Schwab US Large- Cap ETF
SCHX
$63.2B
$5.61M 3.59%
212,871
+10,928
CGXU icon
8
Capital Group International Focus Equity ETF
CGXU
$4.38B
$5.04M 3.23%
170,287
+7,026
SCHF icon
9
Schwab International Equity ETF
SCHF
$54B
$3.67M 2.35%
157,719
+6,688
FNDX icon
10
Schwab Fundamental US Large Company Index ETF
FNDX
$21.9B
$3.61M 2.31%
137,239
+7,073
QUAL icon
11
iShares MSCI USA Quality Factor ETF
QUAL
$48.5B
$3.34M 2.14%
17,193
+791
APO icon
12
Apollo Global Management
APO
$80B
$3.29M 2.11%
24,705
+2,058
SCHG icon
13
Schwab US Large-Cap Growth ETF
SCHG
$52.8B
$3.21M 2.06%
100,709
+4,665
IVW icon
14
iShares S&P 500 Growth ETF
IVW
$67.2B
$2.84M 1.82%
23,531
+422
IUSB icon
15
iShares Core Universal USD Bond ETF
IUSB
$33.7B
$2.65M 1.7%
56,824
+1,214
DYNF icon
16
BlackRock US Equity Factor Rotation ETF
DYNF
$30B
$2.62M 1.68%
44,246
+1,928
EFV icon
17
iShares MSCI EAFE Value ETF
EFV
$27.3B
$2.6M 1.66%
38,277
+2,150
MSFT icon
18
Microsoft
MSFT
$3.58T
$2.33M 1.49%
4,506
-87
IVE icon
19
iShares S&P 500 Value ETF
IVE
$47.5B
$2.07M 1.33%
10,024
+656
XTEN icon
20
BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF
XTEN
$767M
$2.02M 1.29%
43,313
+2,369
FNDF icon
21
Schwab Fundamental International Large Company Index ETF
FNDF
$19.1B
$1.98M 1.27%
46,075
+1,727
VOO icon
22
Vanguard S&P 500 ETF
VOO
$805B
$1.95M 1.25%
3,188
IEMG icon
23
iShares Core MSCI Emerging Markets ETF
IEMG
$119B
$1.75M 1.12%
26,503
+1,151
ESGU icon
24
iShares ESG Aware MSCI USA ETF
ESGU
$15.3B
$1.7M 1.09%
11,661
-525
CVX icon
25
Chevron
CVX
$304B
$1.61M 1.03%
10,369
-192
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