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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
MYRG icon
451
MYR Group
MYRG
$5.29B
$7K ﹤0.01%
+100
New +$6.33K
PEY icon
452
Invesco High Yield Equity Dividend Achievers ETF
PEY
$1.16B
$7K ﹤0.01%
323
+3
+0.9% +$57
ROKT icon
453
State Street SPDR S&P Kensho Final Frontiers ETF
ROKT
$230M
$7K ﹤0.01%
164
+3
+2% +$120
FIRY
454
Firy Inc
FIRY
$179M
$7K ﹤0.01%
18
-18
-50% -$10.3K
APHA
455
DELISTED
Aphria Inc. Common Shares
APHA
$7K ﹤0.01%
400
+300
+300% +$4.86K
ALL icon
456
Allstate
ALL
$69.4B
$6K ﹤0.01%
50
– –
AMCR icon
457
Amcor
AMCR
$21.4B
$6K ﹤0.01%
98
+1
+1% +$57
CAG icon
458
Conagra Brands
CAG
$7.43B
$6K ﹤0.01%
153
+2
+1% +$71
EPI icon
459
WisdomTree India Earnings Fund ETF
EPI
$2.04B
$6K ﹤0.01%
200
– –
EWZ icon
460
iShares MSCI Brazil ETF
EWZ
$9.11B
$6K ﹤0.01%
191
+164
+607% +$5.68K
GGT
461
Gabelli Multimedia Trust
GGT
$169M
$6K ﹤0.01%
638
+13
+2% +$116
IEI icon
462
iShares 3-7 Year Treasury Bond ETF
IEI
$18.1B
$6K ﹤0.01%
50
– –
LNT icon
463
Alliant Energy
LNT
$19.4B
$6K ﹤0.01%
114
– –
MJ icon
464
Amplify Alternative Harvest ETF
MJ
$99.6M
$6K ﹤0.01%
+21
New +$5.54K
OC icon
465
Owens Corning
OC
$11.7B
$6K ﹤0.01%
65
– –
PAVE icon
466
Global X US Infrastructure Development ETF
PAVE
$14.1B
$6K ﹤0.01%
+250
New +$5.75K
RUN icon
467
Sunrun
RUN
$2.24B
$6K ﹤0.01%
+100
New +$6.95K
SAM icon
468
Boston Beer
SAM
$1.95B
$6K ﹤0.01%
5
– –
SIRI icon
469
SiriusXM
SIRI
$10.7B
$6K ﹤0.01%
102
– –
SPCE icon
470
Virgin Galactic
SPCE
$311M
$6K ﹤0.01%
10
– –
XLU icon
471
State Street Utilities Select Sector SPDR ETF
XLU
$23.8B
$6K ﹤0.01%
200
– –
EVBG
472
DELISTED
Everbridge, Inc. Common Stock
EVBG
$6K ﹤0.01%
50
– –
BABA icon
473
Alibaba
BABA
$275B
$5K ﹤0.01%
23
-25
-52% -$6.14K
BOX icon
474
Box
BOX
$4.28B
$5K ﹤0.01%
+200
New +$3.89K
DAL icon
475
Delta Air Lines
DAL
$57.2B
$5K ﹤0.01%
100
-33
-25% -$1.46K
17 18
19
20 21

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ACA
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SW
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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.