CWA

Clearview Wealth Advisors Portfolio holdings

AUM $158M
1-Year Est. Return 14.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$158M
AUM Growth
+$1.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$1.08M
2
+$872K
3
+$797K
4
BAI
iShares A.I. Innovation and Tech Active ETF
BAI
+$704K
5
JAAA icon
Janus Henderson AAA CLO ETF
JAAA
+$489K

Top Sells

1
+$1.62M
2
+$1.02M
3
+$961K
4
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$719K
5
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$517K

Sector Composition

1 Financials 4.72%
2 Technology 3.81%
3 Industrials 1.83%
4 Consumer Staples 1.7%
5 Healthcare 1.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SCHO icon
26
Schwab Short-Term US Treasury ETF
SCHO
$12.3B
$1.56M 0.99%
64,164
+4,672
CVX icon
27
Chevron
CVX
$376B
$1.54M 0.98%
10,105
-264
IEMG icon
28
iShares Core MSCI Emerging Markets ETF
IEMG
$138B
$1.5M 0.95%
22,366
-4,137
AAPL icon
29
Apple
AAPL
$3.82T
$1.45M 0.92%
5,345
-165
SCHH icon
30
Schwab US REIT ETF
SCHH
$9.62B
$1.22M 0.77%
58,227
-131
BINC icon
31
BlackRock Flexible Income ETF
BINC
$17.2B
$1.2M 0.76%
22,741
+1,260
BAI
32
iShares A.I. Innovation and Tech Active ETF
BAI
$8.69B
$1.15M 0.73%
34,505
+20,318
SPMO icon
33
Invesco S&P 500 Momentum ETF
SPMO
$13.5B
$1.13M 0.72%
9,485
+3,493
THRO
34
iShares U.S. Thematic Rotation Active ETF
THRO
$7.34B
$1.06M 0.67%
27,548
+616
ESGV icon
35
Vanguard ESG US Stock ETF
ESGV
$11.6B
$1.06M 0.67%
8,758
-188
SCHA icon
36
Schwab U.S Small- Cap ETF
SCHA
$20.3B
$996K 0.63%
34,971
+577
JPM icon
37
JPMorgan Chase
JPM
$792B
$941K 0.6%
2,921
-115
IAGG icon
38
iShares Core International Aggregate Bond Fund
IAGG
$11.8B
$939K 0.59%
18,769
+1,182
GLDM icon
39
SPDR Gold MiniShares Trust
GLDM
$32.9B
$903K 0.57%
10,572
+3,030
AVEM icon
40
Avantis Emerging Markets Equity ETF
AVEM
$20.1B
$877K 0.56%
+11,393
COST icon
41
Costco
COST
$436B
$851K 0.54%
987
-112
SCHC icon
42
Schwab International Small-Cap Equity ETF
SCHC
$5.35B
$846K 0.54%
18,592
+472
ABBV icon
43
AbbVie
ABBV
$418B
$821K 0.52%
3,595
-159
IVV icon
44
iShares Core S&P 500 ETF
IVV
$745B
$784K 0.5%
1,145
-1
SCHD icon
45
Schwab US Dividend Equity ETF
SCHD
$84.4B
$728K 0.46%
26,527
-8,269
SCHE icon
46
Schwab Emerging Markets Equity ETF
SCHE
$11.7B
$682K 0.43%
20,830
-234
AMZN icon
47
Amazon
AMZN
$2.35T
$668K 0.42%
2,893
-220
JNJ icon
48
Johnson & Johnson
JNJ
$591B
$666K 0.42%
3,218
-144
BAC icon
49
Bank of America
BAC
$359B
$665K 0.42%
12,093
-733
WMT icon
50
Walmart Inc
WMT
$983B
$649K 0.41%
5,829
-429
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