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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% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
301
Enbridge
ENB
$106B
| $19K | 0.01% |
+591
| New | +$18K |
|
302
Gabelli Equity Trust
GAB
$1.89B
| $19K | 0.01% |
+3,075
| New | +$17.7K |
|
303
International Paper
IP
$18B
| $19K | 0.01% |
+401
| New | +$17.9K |
|
304
Oneok
OKE
$58.4B
| $19K | 0.01% |
+506
| New | +$17K |
|
305
Invesco Water Resources ETF
PHO
$1.93B
| $19K | 0.01% |
+412
| New | +$18K |
|
|
CTXS
306
DELISTED
Citrix Systems Inc
CTXS
| $19K | 0.01% |
+143
| New | +$18.2K |
|
307
Crown Castle
CCI
$31.2B
| $18K | 0.01% |
+112
| New | +$18.2K |
|
308
Cadence Design Systems
CDNS
$77.1B
| $18K | 0.01% |
+132
| New | +$15.5K |
|
309
DuPont de Nemours
DD
$17.2B
| $18K | 0.01% |
+204
| New | +$16K |
|
310
Diageo
DEO
$48.3B
| $18K | 0.01% |
+111
| New | +$16.6K |
|
311
Emergent Biosolutions
EBS
$346M
| $18K | 0.01% |
+200
| New | +$18.4K |
|
312
Keysight
KEYS
$54.8B
| $18K | 0.01% |
+139
| New | +$16K |
|
313
Church & Dwight Co
CHD
$22.7B
| $17K | 0.01% |
+200
| New | +$17.7K |
|
314
Netflix
NFLX
$318B
| $17K | 0.01% |
+320
| New | +$16.2K |
|
315
Regeneron Pharmaceuticals
REGN
$79.7B
| $17K | 0.01% |
+36
| New | +$19.4K |
|
316
Xcel Energy
XEL
$45.4B
| $17K | 0.01% |
+255
| New | +$17.8K |
|
317
Baidu
BIDU
$30.2B
| $16K | 0.01% |
+76
| New | +$11.3K |
|
318
VanEck Gold Miners ETF
GDX
$27.9B
| $16K | 0.01% |
+437
| New | +$16.3K |
|
319
iShares Morningstar Mid-Cap Value ETF
IMCV
$1.15B
| $16K | 0.01% |
+315
| New | +$15.4K |
|
320
LKQ Corp
LKQ
$5.82B
| $16K | 0.01% |
+466
| New | +$15.9K |
|
321
Oracle
ORCL
$433B
| $16K | 0.01% |
+246
| New | +$14.6K |
|
|
AYX
322
DELISTED
Alteryx Inc
AYX
| $16K | 0.01% |
+132
| New | +$16.6K |
|
|
DCP
323
DELISTED
DCP Midstream, LP
DCP
| $16K | 0.01% |
+852
| New | +$13.4K |
|
324
Carrier Global
CARR
$44.7B
| $15K | 0.01% |
+400
| New | +$14.5K |
|
|
DOCU
325
DocuSign
DOCU
$13.2B
| $15K | 0.01% |
+66
| New | +$14.8K |
|
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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.