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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
NFLX icon
351
Netflix
NFLX
$305B
$17K 0.01%
320
– –
ORCL icon
352
Oracle
ORCL
$347B
$17K 0.01%
246
– –
REGN icon
353
Regeneron Pharmaceuticals
REGN
$71.9B
$17K 0.01%
36
– –
SONO icon
354
Sonos
SONO
$1.9B
$17K 0.01%
461
– –
XEL icon
355
Xcel Energy
XEL
$50.8B
$17K 0.01%
255
– –
AYX
356
DELISTED
Alteryx Inc
AYX
$17K 0.01%
201
+69
+52% +$7.31K
GILD icon
357
Gilead Sciences
GILD
$166B
$16K 0.01%
242
– –
LUMN icon
358
Lumen
LUMN
$6.32B
$16K 0.01%
1,223
+17
+1% +$211
U icon
359
Unity
U
$13.7B
$16K 0.01%
155
+62
+67% +$7.64K
DY icon
360
Dycom Industries
DY
$12.1B
$15K 0.01%
165
+50
+43% +$4.33K
FCEL icon
361
FuelCell Energy
FCEL
$1.58B
$15K 0.01%
34
– –
FEP icon
362
First Trust Europe AlphaDEX Fund
FEP
$515M
$15K 0.01%
360
+2
+0.6% +$79
ZM icon
363
Zoom
ZM
$26.7B
$15K 0.01%
47
+15
+47% +$5.52K
SAVE
364
DELISTED
Spirit Airlines, Inc.
SAVE
$15K 0.01%
400
+200
+100% +$6.42K
CIBR icon
365
First Trust NASDAQ Cybersecurity ETF
CIBR
$14.1B
$14K 0.01%
332
-224
-40% -$9.8K
DIA icon
366
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$46.1B
$14K 0.01%
42
– –
EA icon
367
Electronic Arts
EA
$52.4B
$14K 0.01%
102
– –
EWW icon
368
iShares MSCI Mexico ETF
EWW
$1.93B
$14K 0.01%
317
+272
+604% +$11.7K
GDX icon
369
VanEck Gold Miners ETF
GDX
$22.9B
$14K 0.01%
437
– –
JWN
370
DELISTED
Nordstrom
JWN
$14K 0.01%
375
– –
PEG icon
371
Public Service Enterprise Group
PEG
$39.7B
$14K 0.01%
235
+89
+61% +$5.13K
SCI icon
372
Service Corp International
SCI
$11.8B
$14K 0.01%
274
– –
SNY icon
373
Sanofi
SNY
$108B
$14K 0.01%
287
– –
SSB icon
374
SouthState Bank Corp
SSB
$10.3B
$14K 0.01%
182
+1
+0.6% +$80
IGD
375
Voya Global Equity Dividend and Premium Opportunity Fund
IGD
$509M
$13K 0.01%
2,236
+48
+2% +$261
13 14
15
16 17

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ACA
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SW
Schulz Wealth Mansfield, Texas $156M AUM 13.29% 1-Year Est. Return
AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return
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.