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CWA
Clearview Wealth Advisors Portfolio holdings
AUM
$158M
1-Year Est. Return
14.25%
This Fund
S&P 500
This Quarter
Est. Return
+7.64%
1 Year Est. Return
+14.25%
3 Year Est. Return
+45.19%
5 Year Est. Return
+48.56%
10 Year Est. Return
–
AUM
$149M
AUM Growth
–
Cap. Flow
+$144M
Cap. Flow
% of AUM
96.83%
Top 10 Holdings %
Top 10 Hldgs %
40.28%
Holding
595
New
593
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares ESG Aware MSCI USA ETF
ESGU
|
+$11M |
| 2 |
iShares US Treasury Bond ETF
GOVT
|
+$8.52M |
| 3 |
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
|
+$8.4M |
| 4 |
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
|
+$5.44M |
| 5 |
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
|
+$5.4M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 75.23% |
| 2 | Technology | 5.34% |
| 3 | Consumer Staples | 3.62% |
| 4 | Financials | 3.54% |
| 5 | Healthcare | 3.4% |
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Clearview Wealth Advisors's Q4 2020 Portfolio in Review
Q4 2020 is the first quarter with a 13F filing on record for Clearview Wealth Advisors, which disclosed 595 positions worth $149M. Its ten largest holdings account for 40% of the portfolio.
Its largest position is iShares ESG Aware MSCI USA ETF: 134,922 shares worth $11.6M.
By sector, the portfolio is most concentrated in Miscellaneous at 75% of assets, followed by Technology and Consumer Staples.
- Clearview Wealth Advisors's largest Q4 2020 buy was iShares ESG Aware MSCI USA ETF: 134,922 shares worth $11.6M.
- Clearview Wealth Advisors's ten largest holdings make up 40% of its $149M portfolio in Q4 2020.
- Clearview Wealth Advisors disclosed 595 positions in Q4 2020, its first 13F filing on record.
Based on Clearview Wealth Advisors's 13F filing for Q4 2020, filed 21 Jan 2021.