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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
+8.73%
1 Year Est. Return
+14.25%
3 Year Est. Return
+45.19%
5 Year Est. Return
+48.56%
10 Year Est. Return
–
AUM
$129M
AUM Growth
+$3.26M
Cap. Flow
-$6.62M
Cap. Flow %
-5.11%
Top 10 Hldgs %
43.43%
Holding
669
New
42
Increased
134
Reduced
195
Closed
48

Top Buys

Rank Stock Value
1
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.95M
2
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$2.65M
3
ESGV icon
Vanguard ESG US Stock ETF
ESGV
+$1.8M
4
BND icon
Vanguard Total Bond Market
BND
+$1.71M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.51M

Top Sells

Rank Stock Value
1
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$4.48M
2
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$3.47M
3
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$3.22M
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$2.48M
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$1.69M

Sector Composition

Rank Sector Weight
1 Healthcare 4.77%
2 Technology 4.41%
3 Financials 4.2%
4 Industrials 3.86%
5 Consumer Staples 3.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CMI icon
426
Cummins
CMI
$91.3B
$3.63K ﹤0.01%
+15
New +$3.57K
WH icon
427
Wyndham Hotels & Resorts
WH
$5.58B
$3.57K ﹤0.01%
50
-100
-67% -$7.07K
ADM icon
428
Archer Daniels Midland
ADM
$40.1B
$3.52K ﹤0.01%
37
– –
BKH icon
429
Black Hills Corp
BKH
$5.68B
$3.45K ﹤0.01%
+49
New +$3.29K
HPQ icon
430
HP
HPQ
$24.3B
$3.37K ﹤0.01%
125
+1
+0.8% +$28
EBF icon
431
Ennis
EBF
$550M
$3.37K ﹤0.01%
+152
New +$3.37K
PEY icon
432
Invesco High Yield Equity Dividend Achievers ETF
PEY
$1.14B
$3.37K ﹤0.01%
162
-54
-25% -$1.1K
DAL icon
433
Delta Air Lines
DAL
$57B
$3.29K ﹤0.01%
100
– –
FTSM icon
434
First Trust Enhanced Short Maturity ETF
FTSM
$6.5B
$3.25K ﹤0.01%
54
– –
PLUG icon
435
Plug Power
PLUG
$2.87B
$3.22K ﹤0.01%
260
-100
-28% -$1.59K
IEMG icon
436
iShares Core MSCI Emerging Markets ETF
IEMG
$150B
$3.17K ﹤0.01%
67
+22
+49% +$1K
WTMF icon
437
WisdomTree Managed Futures Strategy Fund
WTMF
$244M
$3.15K ﹤0.01%
100
– –
UGI icon
438
UGI
UGI
$7.91B
$3.15K ﹤0.01%
+85
New +$3.07K
PFGC icon
439
Performance Food Group
PFGC
$18B
$3.1K ﹤0.01%
53
– –
LCID icon
440
Lucid Motors
LCID
$2.54B
$3.07K ﹤0.01%
45
-10
-18% -$1.1K
BBBY
441
Bed Bath & Beyond
BBBY
$512M
$3.06K ﹤0.01%
174
– –
AZEK
442
DELISTED
The AZEK Co
AZEK
$3.05K ﹤0.01%
150
– –
PH icon
443
Parker-Hannifin
PH
$124B
$3.04K ﹤0.01%
10
– –
FISV
444
Fiserv Inc
FISV
$27.9B
$3.03K ﹤0.01%
30
– –
BLOK icon
445
Amplify Blockchain Technology ETF
BLOK
$1.1B
$3.02K ﹤0.01%
200
-102
-34% -$1.75K
BNTX icon
446
BioNTech
BNTX
$23B
$3K ﹤0.01%
20
– –
SIRI icon
447
SiriusXM
SIRI
$10.5B
$3K ﹤0.01%
51
– –
XLV icon
448
State Street Health Care Select Sector SPDR ETF
XLV
$42.2B
$2.99K ﹤0.01%
22
-20
-48% -$2.65K
COIN icon
449
Coinbase
COIN
$44.1B
$2.94K ﹤0.01%
83
-320
-79% -$16.9K
XYZ
450
Block Inc
XYZ
$48.4B
$2.89K ﹤0.01%
46
-3
-6% -$185
16 17
18
19 20

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SW
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AIMU
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PWA
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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 2022 Portfolio in Review

As of Q4 2022, Clearview Wealth Advisors held 669 positions worth $129M, up 2.6% from $126M the previous quarter. Its ten largest holdings account for 43% of the portfolio.

Clearview Wealth Advisors withdrew a net $6.62M in Q4 2022, closing 48 positions and reducing 195 holdings. Its most notable exit was State Street SPDR Portfolio Intermediate Term Corporate Bond ETF, an estimated $251K position sold in full.

By sector, the portfolio is most concentrated in Healthcare at 4.8% of assets, up from 4.3% a quarter earlier, followed by Technology and Financials.

Against the trend, Clearview Wealth Advisors opened a new position in Vanguard ESG US Stock ETF worth $1.78M.

  • Clearview Wealth Advisors's largest Q4 2022 buy was Vanguard ESG US Stock ETF: 27,049 shares worth $1.78M.
  • Clearview Wealth Advisors added most to Vanguard S&P 500 ETF in Q4 2022, an estimated $2.95M increase.
  • Clearview Wealth Advisors's biggest Q4 2022 reduction was iShares US Treasury Bond ETF, cutting an estimated $4.48M.
  • Clearview Wealth Advisors fully exited State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2022, selling an estimated $251K.
  • Clearview Wealth Advisors's ten largest holdings make up 43% of its $129M portfolio in Q4 2022.
  • Clearview Wealth Advisors opened 42 new positions and closed 48 in Q4 2022.
  • Clearview Wealth Advisors's portfolio value rose 2.6% quarter-over-quarter to $129M.

Based on Clearview Wealth Advisors's 13F filing for Q4 2022, filed 31 Jan 2023.