CWA

Clearview Wealth Advisors Portfolio holdings

AUM $156M
1-Year Est. Return 11.36%
This Quarter Est. Return
1 Year Est. Return
+11.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$156M
AUM Growth
+$12.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$1.18M
2
+$470K
3
+$455K
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$429K
5
CGDV icon
Capital Group Dividend Value ETF
CGDV
+$403K

Top Sells

1
+$260K
2
+$214K
3
+$76.4K
4
IYW icon
iShares US Technology ETF
IYW
+$62.1K
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$55.1K

Sector Composition

1 Financials 4.41%
2 Technology 4.13%
3 Industrials 1.99%
4 Consumer Staples 1.9%
5 Healthcare 1.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MBB icon
26
iShares MBS ETF
MBB
$39.1B
$1.53M 0.98%
16,100
+614
SCHO icon
27
Schwab Short-Term US Treasury ETF
SCHO
$12.3B
$1.45M 0.93%
59,492
+2,758
AAPL icon
28
Apple
AAPL
$4.12T
$1.4M 0.9%
5,510
-65
SCHH icon
29
Schwab US REIT ETF
SCHH
$8.38B
$1.26M 0.81%
58,358
+662
XLG icon
30
Invesco S&P 500 Top 50 ETF
XLG
$11.7B
$1.16M 0.74%
20,121
+2,628
BINC icon
31
BlackRock Flexible Income ETF
BINC
$14.3B
$1.14M 0.73%
21,481
+838
ESGV icon
32
Vanguard ESG US Stock ETF
ESGV
$11.8B
$1.06M 0.68%
8,946
THRO
33
iShares U.S. Thematic Rotation Active ETF
THRO
$6.94B
$1.02M 0.65%
26,932
+1,141
EFG icon
34
iShares MSCI EAFE Growth ETF
EFG
$9.5B
$1.02M 0.65%
8,938
-433
COST icon
35
Costco
COST
$398B
$1.02M 0.65%
1,099
IYW icon
36
iShares US Technology ETF
IYW
$21.3B
$961K 0.62%
4,906
-317
SCHA icon
37
Schwab U.S Small- Cap ETF
SCHA
$19.4B
$960K 0.61%
34,394
+962
JPM icon
38
JPMorgan Chase
JPM
$858B
$958K 0.61%
3,036
-67
SCHD icon
39
Schwab US Dividend Equity ETF
SCHD
$71.6B
$950K 0.61%
34,796
-1,660
IAGG icon
40
iShares Core International Aggregate Bond Fund
IAGG
$11.3B
$901K 0.58%
17,587
+1,026
ABBV icon
41
AbbVie
ABBV
$400B
$869K 0.56%
3,754
-93
SCHC icon
42
Schwab International Small-Cap Equity ETF
SCHC
$4.96B
$825K 0.53%
18,120
+1,104
NVDA icon
43
NVIDIA
NVDA
$4.42T
$771K 0.49%
4,134
-82
IVV icon
44
iShares Core S&P 500 ETF
IVV
$735B
$767K 0.49%
1,146
-52
SPMO icon
45
Invesco S&P 500 Momentum ETF
SPMO
$13B
$725K 0.46%
5,992
+164
SCHE icon
46
Schwab Emerging Markets Equity ETF
SCHE
$11.5B
$703K 0.45%
21,064
+739
AMZN icon
47
Amazon
AMZN
$2.45T
$684K 0.44%
3,113
+50
BAC icon
48
Bank of America
BAC
$395B
$662K 0.42%
12,826
-345
WMT icon
49
Walmart
WMT
$923B
$645K 0.41%
6,258
-101
JNJ icon
50
Johnson & Johnson
JNJ
$487B
$623K 0.4%
3,362
-45
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