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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
+6.28%
1 Year Est. Return
+14.25%
3 Year Est. Return
+45.19%
5 Year Est. Return
+48.56%
10 Year Est. Return
–
AUM
$164M
AUM Growth
+$6.2M
Cap. Flow
-$2.15M
Cap. Flow %
-1.31%
Top 10 Hldgs %
39.4%
Holding
751
New
70
Increased
181
Reduced
196
Closed
64

Top Buys

Rank Stock Value
1
SCHP icon
Schwab US TIPS ETF
SCHP
+$2.71M
2
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$1.8M
3
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$1.61M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$1.42M
5
XYLD icon
Global X S&P 500 Covered Call ETF
XYLD
+$697K

Top Sells

Rank Stock Value
1
MBB icon
iShares MBS ETF
MBB
+$2.34M
2
SCHJ icon
Schwab 1-5 Year Corporate Bond ETF
SCHJ
+$1.77M
3
SPTS icon
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
+$767K
4
USFR
WisdomTree Bloomberg Floating Rate Treasury Fund
USFR
+$691K
5
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$553K

Sector Composition

Rank Sector Weight
1 Technology 6.36%
2 Financials 4.25%
3 Healthcare 4.07%
4 Consumer Staples 3.42%
5 Industrials 2.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
XLI icon
401
State Street Industrial Select Sector SPDR ETF
XLI
$33.4B
$11K 0.01%
100
– –
XLY icon
402
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$21.6B
$11K 0.01%
110
– –
XNTK icon
403
State Street SPDR NYSE Technology ETF
XNTK
$2.05B
$11K 0.01%
65
– –
XLNX
404
DELISTED
Xilinx Inc
XLNX
$11K 0.01%
+51
New +$10.1K
AFRM icon
405
Affirm
AFRM
$24.5B
$10K 0.01%
100
– –
ARCC icon
406
Ares Capital
ARCC
$13.6B
$10K 0.01%
453
-100
-18% -$2.08K
BB icon
407
BlackBerry
BB
$4.93B
$10K 0.01%
1,020
– –
CCL icon
408
Carnival Corporation Ltd
CCL
$37.1B
$10K 0.01%
500
– –
EIS icon
409
iShares MSCI Israel ETF
EIS
$892M
$10K 0.01%
133
– –
EUSB icon
410
iShares ESG Advanced Universal USD Bond ETF
EUSB
$712M
$10K 0.01%
198
+158
+395% +$7.81K
EVRG icon
411
Evergy
EVRG
$19.8B
$10K 0.01%
150
-900
-86% -$58.5K
IDA icon
412
Idacorp
IDA
$8.2B
$10K 0.01%
90
+40
+80% +$4.26K
IEFA icon
413
iShares Core MSCI EAFE ETF
IEFA
$188B
$10K 0.01%
134
+2
+2% +$150
INDA icon
414
iShares MSCI India ETF
INDA
$6.77B
$10K 0.01%
218
– –
IYE icon
415
iShares US Energy ETF
IYE
$1.71B
$10K 0.01%
317
+3
+1% +$92
MCHI icon
416
iShares MSCI China ETF
MCHI
$6.14B
$10K 0.01%
154
-47
-23% -$3.16K
NOBL icon
417
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.8B
$10K 0.01%
202
– –
NVVE
418
DELISTED
Nuvve Holding Corp
NVVE
– –
0
– –
QUS icon
419
State Street SPDR MSCI USA StrategicFactors ETF
QUS
$1.52B
$10K 0.01%
+76
New +$9.6K
SLYG icon
420
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
$5.07B
$10K 0.01%
110
– –
A icon
421
Agilent Technologies
A
$38.9B
$9K 0.01%
59
– –
ATO icon
422
Atmos Energy
ATO
$29.7B
$9K 0.01%
87
– –
BLDR icon
423
Builders FirstSource
BLDR
$7.82B
$9K 0.01%
+100
New +$6.77K
BURL icon
424
Burlington
BURL
$22.5B
$9K 0.01%
30
– –
CIBR icon
425
First Trust NASDAQ Cybersecurity ETF
CIBR
$14B
$9K 0.01%
170
-265
-61% -$13.9K
15 16
17
18 19

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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
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USWG
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PW
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SA
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Clearview Wealth Advisors's Q4 2021 Portfolio in Review

As of Q4 2021, Clearview Wealth Advisors held 751 positions worth $164M, up 3.9% from $158M the previous quarter. Its ten largest holdings account for 39% of the portfolio.

Clearview Wealth Advisors's Q4 2021 filing shows 70 new, 181 increased, 196 reduced and 64 closed positions. Its largest new stake was Global X S&P 500 Covered Call ETF: 13,896 shares worth $702K. The largest sale was iShares MBS ETF, an estimated $2.34M.

By sector, the portfolio is most concentrated in Technology at 6.4% of assets, up from 6.1% a quarter earlier, followed by Financials and Healthcare.

  • Clearview Wealth Advisors's largest Q4 2021 buy was Global X S&P 500 Covered Call ETF: 13,896 shares worth $702K.
  • Clearview Wealth Advisors added most to Schwab US TIPS ETF in Q4 2021, an estimated $2.71M increase.
  • Clearview Wealth Advisors's biggest Q4 2021 reduction was iShares MBS ETF, cutting an estimated $2.34M.
  • Clearview Wealth Advisors fully exited ProShares Investment Grade-Interest Rate Hedged in Q4 2021, selling an estimated $280K.
  • Clearview Wealth Advisors's ten largest holdings make up 39% of its $164M portfolio in Q4 2021.
  • Clearview Wealth Advisors opened 70 new positions and closed 64 in Q4 2021.
  • Clearview Wealth Advisors's portfolio value rose 3.9% quarter-over-quarter to $164M.

Based on Clearview Wealth Advisors's 13F filing for Q4 2021, filed 2 Feb 2022.