We are live on ! Find out more
CWA

Clearview Wealth Advisors Portfolio holdings

AUM $158M
1-Year Est. Return 14.25%
This Fund
S&P 500
This Quarter Est. Return
+3.75%
1 Year Est. Return
+14.25%
3 Year Est. Return
+45.19%
5 Year Est. Return
+48.56%
10 Year Est. Return
–
AUM
$98.7M
AUM Growth
-$30.7M
Cap. Flow
-$33.6M
Cap. Flow %
-34.03%
Top 10 Hldgs %
27.73%
Holding
719
New
98
Increased
144
Reduced
160
Closed
49

Top Buys

Rank Stock Value
1
GLD icon
SPDR Gold Trust
GLD
+$2.35M
2
IGOV icon
iShares International Treasury Bond ETF
IGOV
+$2.26M
3
JNK icon
State Street SPDR Bloomberg High Yield Bond ETF
JNK
+$2.25M
4
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$1.7M
5
EPAM icon
EPAM Systems
EPAM
+$956K

Top Sells

Rank Stock Value
1
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$8.9M
2
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$7.14M
3
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$4.97M
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$3.15M
5
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$2.71M

Sector Composition

Rank Sector Weight
1 Technology 9.46%
2 Industrials 8.11%
3 Healthcare 7.83%
4 Consumer Staples 6.53%
5 Financials 5.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
EBAY icon
451
eBay
EBAY
$51.9B
$3.92K ﹤0.01%
88
– –
MET icon
452
MetLife
MET
$62.5B
$3.88K ﹤0.01%
67
– –
BLOK icon
453
Amplify Blockchain Technology ETF
BLOK
$1.08B
$3.87K ﹤0.01%
200
– –
VTV icon
454
Vanguard Value ETF
VTV
$190B
$3.87K ﹤0.01%
28
– –
EIS icon
455
iShares MSCI Israel ETF
EIS
$886M
$3.83K ﹤0.01%
70
-79
-53% -$4.47K
EVGO icon
456
EVgo
EVGO
$227M
$3.79K ﹤0.01%
487
– –
HPQ icon
457
HP
HPQ
$25.7B
$3.72K ﹤0.01%
126
+1
+0.8% +$29
ITM icon
458
VanEck Intermediate Muni ETF
ITM
$2.15B
$3.72K ﹤0.01%
80
– –
LCID icon
459
Lucid Motors
LCID
$3.06B
$3.62K ﹤0.01%
45
– –
CMI icon
460
Cummins
CMI
$89B
$3.58K ﹤0.01%
15
– –
TWST icon
461
Twist Bioscience
TWST
$5.44B
$3.54K ﹤0.01%
235
– –
AZEK
462
DELISTED
The AZEK Co
AZEK
$3.53K ﹤0.01%
150
– –
BUD icon
463
AB InBev
BUD
$161B
$3.53K ﹤0.01%
52
-10
-16% -$604
PH icon
464
Parker-Hannifin
PH
$125B
$3.52K ﹤0.01%
10
– –
MRVL icon
465
Marvell Technology
MRVL
$159B
$3.47K ﹤0.01%
80
-61
-43% -$2.57K
WH icon
466
Wyndham Hotels & Resorts
WH
$5.61B
$3.39K ﹤0.01%
50
– –
XYZ
467
Block Inc
XYZ
$48.9B
$3.36K ﹤0.01%
49
+3
+7% +$225
WTMF icon
468
WisdomTree Managed Futures Strategy Fund
WTMF
$243M
$3.36K ﹤0.01%
100
– –
IEFA icon
469
iShares Core MSCI EAFE ETF
IEFA
$188B
$3.31K ﹤0.01%
49
-70
-59% -$4.59K
FTSM icon
470
First Trust Enhanced Short Maturity ETF
FTSM
$6.51B
$3.27K ﹤0.01%
54
– –
PEY icon
471
Invesco High Yield Equity Dividend Achievers ETF
PEY
$1.16B
$3.24K ﹤0.01%
162
– –
SPTL icon
472
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
$10.7B
$3.24K ﹤0.01%
104
-30
-22% -$911
EBF icon
473
Ennis
EBF
$552M
$3.21K ﹤0.01%
152
– –
BBBY
474
Bed Bath & Beyond
BBBY
$500M
$3.2K ﹤0.01%
174
– –
PFGC icon
475
Performance Food Group
PFGC
$18.1B
$3.2K ﹤0.01%
53
– –
17 18
19
20 21

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 2023 Portfolio in Review

As of Q1 2023, Clearview Wealth Advisors held 719 positions worth $98.7M, down 24% from $129M the previous quarter. Its ten largest holdings account for 28% of the portfolio.

Clearview Wealth Advisors withdrew a net $33.6M in Q1 2023, closing 49 positions and reducing 160 holdings. Its most notable exit was iShares Semiconductor ETF, an estimated $67.9K position sold in full.

By sector, the portfolio is most concentrated in Technology at 9.5% of assets, up from 4.4% a quarter earlier, followed by Industrials and Healthcare.

Against the trend, Clearview Wealth Advisors opened a new position in iShares International Treasury Bond ETF worth $2.28M.

  • Clearview Wealth Advisors's largest Q1 2023 buy was iShares International Treasury Bond ETF: 56,753 shares worth $2.28M.
  • Clearview Wealth Advisors added most to SPDR Gold Trust in Q1 2023, an estimated $2.35M increase.
  • Clearview Wealth Advisors's biggest Q1 2023 reduction was Schwab US Dividend Equity ETF, cutting an estimated $8.9M.
  • Clearview Wealth Advisors fully exited iShares Semiconductor ETF in Q1 2023, selling an estimated $67.9K.
  • Clearview Wealth Advisors's ten largest holdings make up 28% of its $98.7M portfolio in Q1 2023.
  • Clearview Wealth Advisors opened 98 new positions and closed 49 in Q1 2023.
  • Clearview Wealth Advisors's portfolio value fell 24% quarter-over-quarter to $98.7M.

Based on Clearview Wealth Advisors's 13F filing for Q1 2023, filed 12 Apr 2023.