CWA

Clearview Wealth Advisors Portfolio holdings

AUM $144M
1-Year Return 11.7%
This Quarter Return
+3.64%
1 Year Return
+11.7%
3 Year Return
+39.05%
5 Year Return
–
10 Year Return
–
AUM
$154M
AUM Growth
+$5.23M
Cap. Flow
+$1.61M
Cap. Flow %
1.05%
Top 10 Hldgs %
38.57%
Holding
664
New
69
Increased
205
Reduced
99
Closed
29

Top Buys

1
SCHJ icon
Schwab 1-5 Year Corporate Bond ETF
SCHJ
$7.27M
2
EFV icon
iShares MSCI EAFE Value ETF
EFV
$4.23M
3
SCHI icon
Schwab 5-10 Year Corporate Bond ETF
SCHI
$3.36M
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
$3.35M
5
IGLB icon
iShares 10+ Year Investment Grade Corporate Bond ETF
IGLB
$2.19M

Top Sells

1
SPIB icon
SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$4.33M
2
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$3.32M
3
SPLB icon
SPDR Portfolio Long Term Corporate Bond ETF
SPLB
$3.1M
4
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$2.64M
5
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
$2M

Sector Composition

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 Shares
Change % 		Capital Flow
MYRG icon
451
MYR Group
MYRG
$2.79B
$7K ﹤0.01%
+100
New +$7K
PEY icon
452
Invesco High Yield Equity Dividend Achievers ETF
PEY
$1.13B
$7K ﹤0.01%
323
+3
+0.9% +$65
ROKT icon
453
SPDR S&P Kensho Final Frontiers ETF
ROKT
$25.6M
$7K ﹤0.01%
164
+3
+2% +$128
SKLZ icon
454
Skillz
SKLZ
$114M
$7K ﹤0.01%
18
-18
-50% -$7K
APHA
455
DELISTED
Aphria Inc. Common Shares
APHA
$7K ﹤0.01%
400
+300
+300% +$5.25K
SIRI icon
456
SiriusXM
SIRI
$8.1B
$6K ﹤0.01%
102
– –
SPCE icon
457
Virgin Galactic
SPCE
$185M
$6K ﹤0.01%
10
– –
XLU icon
458
Utilities Select Sector SPDR Fund
XLU
$20.7B
$6K ﹤0.01%
100
– –
EVBG
459
DELISTED
Everbridge, Inc. Common Stock
EVBG
$6K ﹤0.01%
50
– –
EPI icon
460
WisdomTree India Earnings Fund ETF
EPI
$2.89B
$6K ﹤0.01%
200
– –
ALL icon
461
Allstate
ALL
$53.1B
$6K ﹤0.01%
50
– –
AMCR icon
462
Amcor
AMCR
$19.1B
$6K ﹤0.01%
490
+5
+1% +$61
CAG icon
463
Conagra Brands
CAG
$9.23B
$6K ﹤0.01%
153
+2
+1% +$78
EWZ icon
464
iShares MSCI Brazil ETF
EWZ
$5.47B
$6K ﹤0.01%
191
+164
+607% +$5.15K
GGT
465
Gabelli Multimedia Trust
GGT
$142M
$6K ﹤0.01%
638
+13
+2% +$122
IEI icon
466
iShares 3-7 Year Treasury Bond ETF
IEI
$16.8B
$6K ﹤0.01%
50
– –
LNT icon
467
Alliant Energy
LNT
$16.6B
$6K ﹤0.01%
114
– –
MJ icon
468
Amplify Alternative Harvest ETF
MJ
$183M
$6K ﹤0.01%
+21
New +$6K
OC icon
469
Owens Corning
OC
$13B
$6K ﹤0.01%
65
– –
PAVE icon
470
Global X US Infrastructure Development ETF
PAVE
$9.4B
$6K ﹤0.01%
+250
New +$6K
RUN icon
471
Sunrun
RUN
$4.19B
$6K ﹤0.01%
+100
New +$6K
SAM icon
472
Boston Beer
SAM
$2.47B
$6K ﹤0.01%
5
– –
BABA icon
473
Alibaba
BABA
$323B
$5K ﹤0.01%
23
-25
-52% -$5.44K
BOX icon
474
Box
BOX
$4.75B
$5K ﹤0.01%
+200
New +$5K
DAL icon
475
Delta Air Lines
DAL
$39.9B
$5K ﹤0.01%
100
-33
-25% -$1.65K
17 18
19
20 21