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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
DSI icon
401
iShares MSCI KLD 400 Social ETF
DSI
$5.19B
$10K 0.01%
135
-13
-9% -$963
EQNR icon
402
Equinor
EQNR
$90.5B
$10K 0.01%
505
– –
FRT icon
403
Federal Realty Investment Trust
FRT
$11B
$10K 0.01%
96
+1
+1% +$96
NVCR icon
404
NovoCure
NVCR
$1.93B
$10K 0.01%
75
– –
OTIS icon
405
Otis Worldwide
OTIS
$28B
$10K 0.01%
150
– –
PCAR icon
406
PACCAR
PCAR
$71.9B
$10K 0.01%
156
– –
X
407
DELISTED
US Steel
X
$10K 0.01%
385
+200
+108% +$3.95K
XLI icon
408
State Street Industrial Select Sector SPDR ETF
XLI
$33.2B
$10K 0.01%
100
– –
BURL icon
409
Burlington
BURL
$23.4B
$9K 0.01%
30
– –
CLH icon
410
Clean Harbors
CLH
$15.9B
$9K 0.01%
106
– –
DHI icon
411
D.R. Horton
DHI
$42.1B
$9K 0.01%
103
– –
DTE icon
412
DTE Energy
DTE
$30.7B
$9K 0.01%
76
– –
EIS icon
413
iShares MSCI Israel ETF
EIS
$885M
$9K 0.01%
136
+122
+871% +$7.99K
EIX icon
414
Edison International
EIX
$30.9B
$9K 0.01%
161
+1
+0.6% +$59
ELP
415
DELISTED
Companhia Paranaense de Energia (COPEL)
ELP
$9K 0.01%
1,868
– –
ICE icon
416
Intercontinental Exchange
ICE
$86.1B
$9K 0.01%
82
– –
IPAC icon
417
iShares Core MSCI Pacific ETF
IPAC
$2.61B
$9K 0.01%
133
– –
IXUS icon
418
iShares Core MSCI Total International Stock ETF
IXUS
$57.5B
$9K 0.01%
127
+114
+877% +$8K
IYLD icon
419
iShares Morningstar Multi-Asset Income ETF
IYLD
$125M
$9K 0.01%
400
– –
OPEN icon
420
Opendoor
OPEN
$3.75B
$9K 0.01%
+457
New +$12.1K
PARA
421
DELISTED
Paramount Global Class B
PARA
$9K 0.01%
+200
New +$12.2K
SLYG icon
422
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
$5.07B
$9K 0.01%
110
– –
VALE icon
423
Vale
VALE
$62.6B
$9K 0.01%
506
+21
+4% +$367
WBD icon
424
Warner Bros
WBD
$64B
$9K 0.01%
+200
New +$9.99K
XLY icon
425
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$21.9B
$9K 0.01%
110
– –
15 16
17
18 19

Similar funds

ACA
AG Campbell Advisory Baltimore, Maryland $158M AUM
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.