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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
+3.64%
1 Year Est. Return
+14.25%
3 Year Est. Return
+45.19%
5 Year Est. Return
+48.56%
10 Year Est. Return
–
AUM
$154M
AUM Growth
+$5.23M
Cap. Flow
+$1.5M
Cap. Flow %
0.98%
Top 10 Hldgs %
38.57%
Holding
664
New
69
Increased
205
Reduced
99
Closed
29

Top Buys

Rank Stock Value
1
SCHJ icon
Schwab 1-5 Year Corporate Bond ETF
SCHJ
+$7.3M
2
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$4.13M
3
SCHI icon
Schwab 5-10 Year Corporate Bond ETF
SCHI
+$3.44M
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$3.42M
5
IGLB icon
iShares 10+ Year Investment Grade Corporate Bond ETF
IGLB
+$2.26M

Top Sells

Rank Stock Value
1
SPIB icon
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$4.38M
2
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$3.34M
3
SPLB icon
State Street SPDR Portfolio Long Term Corporate Bond ETF
SPLB
+$3.2M
4
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
+$2.63M
5
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$1.96M

Sector Composition

Rank Sector Weight
1 Technology 5.38%
2 Financials 4.05%
3 Healthcare 3.55%
4 Consumer Staples 3.4%
5 Industrials 3.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
LKQ icon
326
LKQ Corp
LKQ
$6.69B
$20K 0.01%
466
– –
LUV icon
327
Southwest Airlines
LUV
$22.2B
$20K 0.01%
322
+71
+28% +$3.78K
PHO icon
328
Invesco Water Resources ETF
PHO
$1.98B
$20K 0.01%
412
– –
PLUG icon
329
Plug Power
PLUG
$2.87B
$20K 0.01%
562
+200
+55% +$10.3K
SLQD icon
330
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
$2.37B
$20K 0.01%
378
+1
+0.3% +$52
STE icon
331
Steris
STE
$21.3B
$20K 0.01%
105
– –
CTXS
332
DELISTED
Citrix Systems Inc
CTXS
$20K 0.01%
144
+1
+0.7% +$134
IPHI
333
DELISTED
INPHI CORPORATION
IPHI
$20K 0.01%
113
+19
+20% +$3.17K
CCI icon
334
Crown Castle
CCI
$32.4B
$19K 0.01%
112
– –
DOCU
335
DocuSign
DOCU
$10.1B
$19K 0.01%
96
+30
+45% +$6.96K
EBS icon
336
Emergent Biosolutions
EBS
$378M
$19K 0.01%
200
– –
GM icon
337
General Motors
GM
$78.7B
$19K 0.01%
339
– –
IMCV icon
338
iShares Morningstar Mid-Cap Value ETF
IMCV
$1.14B
$19K 0.01%
315
– –
CGC
339
Canopy Growth
CGC
$390M
$18K 0.01%
58
+10
+21% +$3.54K
DEO icon
340
Diageo
DEO
$47.3B
$18K 0.01%
111
– –
DINO icon
341
HF Sinclair
DINO
$16.4B
$18K 0.01%
504
– –
LITE icon
342
Lumentum
LITE
$55.4B
$18K 0.01%
194
+33
+20% +$3.06K
TDOC icon
343
Teladoc Health
TDOC
$1.61B
$18K 0.01%
100
+26
+35% +$6.03K
SILV
344
DELISTED
SilverCrest Metals Inc. Common Shares
SILV
$18K 0.01%
2,222
– –
DCP
345
DELISTED
DCP Midstream, LP
DCP
$18K 0.01%
852
– –
BLOK icon
346
Amplify Blockchain Technology ETF
BLOK
$1.1B
$17K 0.01%
302
– –
CARR icon
347
Carrier Global
CARR
$57.6B
$17K 0.01%
400
– –
CHD icon
348
Church & Dwight Co
CHD
$23.4B
$17K 0.01%
200
– –
FREL icon
349
Fidelity MSCI Real Estate Index ETF
FREL
$1.52B
$17K 0.01%
604
+4
+0.7% +$105
MCHI icon
350
iShares MSCI China ETF
MCHI
$6.14B
$17K 0.01%
207
+101
+95% +$8.86K
12 13
14
15 16

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ACA
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SW
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AIMU
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PWA
Principia Wealth Advisory Dallas, Texas $160M AUM 37.01% 1-Year Est. Return
CNFG
Creegan & Nassoura Financial Group Portsmouth, New Hampshire $154M AUM 17.18% 1-Year Est. Return
USWG
U.S. Wealth Group Woodbury, New York $152M AUM 25.45% 1-Year Est. Return
PW
Pandora Wealth Oakbrook Terrace, Illinois $165M AUM 18.5% 1-Year Est. Return
SA
Sage Advisors Boulder, Colorado $151M AUM 6.91% 1-Year Est. Return

Clearview Wealth Advisors's Q1 2021 Portfolio in Review

As of Q1 2021, Clearview Wealth Advisors held 664 positions worth $154M, up 3.5% from $149M the previous quarter. Its ten largest holdings account for 39% of the portfolio.

Clearview Wealth Advisors's Q1 2021 filing shows 69 new, 205 increased, 99 reduced and 29 closed positions. Its largest new stake was Schwab 1-5 Year Corporate Bond ETF: 285,382 shares worth $7.27M. The largest sale was State Street SPDR Portfolio Intermediate Term Corporate Bond ETF, an estimated $4.38M.

By sector, the portfolio is most concentrated in Technology at 5.4% of assets, up from 5.3% a quarter earlier, followed by Financials and Healthcare.

  • Clearview Wealth Advisors's largest Q1 2021 buy was Schwab 1-5 Year Corporate Bond ETF: 285,382 shares worth $7.27M.
  • Clearview Wealth Advisors added most to iShares US Treasury Bond ETF in Q1 2021, an estimated $3.42M increase.
  • Clearview Wealth Advisors's biggest Q1 2021 reduction was State Street SPDR Portfolio Intermediate Term Corporate Bond ETF, cutting an estimated $4.38M.
  • Clearview Wealth Advisors fully exited Schwab Intermediately-Term US Treasury ETF in Q1 2021, selling an estimated $662K.
  • Clearview Wealth Advisors's ten largest holdings make up 39% of its $154M portfolio in Q1 2021.
  • Clearview Wealth Advisors opened 69 new positions and closed 29 in Q1 2021.
  • Clearview Wealth Advisors's portfolio value rose 3.5% quarter-over-quarter to $154M.

Based on Clearview Wealth Advisors's 13F filing for Q1 2021, filed 26 Apr 2021.