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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
+7.64%
1 Year Est. Return
+14.25%
3 Year Est. Return
+45.19%
5 Year Est. Return
+48.56%
10 Year Est. Return
–
AUM
$149M
AUM Growth
–
Cap. Flow
+$144M
Cap. Flow %
96.83%
Top 10 Hldgs %
40.28%
Holding
595
New
593
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$11M
2
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$8.52M
3
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$8.4M
4
SPIB icon
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$5.44M
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$5.4M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Miscellaneous 75.23%
2 Technology 5.34%
3 Consumer Staples 3.62%
4 Financials 3.54%
5 Healthcare 3.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SPLV icon
26
Invesco S&P 500 Low Volatility ETF
SPLV
$7.03B
$1.32M 0.88%
+23,410
New +$1.29M
SPSB icon
27
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$11.3B
$1.29M 0.87%
+41,193
New +$1.29M
COST icon
28
Costco
COST
$396B
$1.2M 0.81%
+3,185
New +$1.19M
AMZN icon
29
Amazon
AMZN
$2.65T
$1.18M 0.79%
+7,260
New +$1.16M
VCSH icon
30
Vanguard Short-Term Corporate Bond ETF
VCSH
$44.3B
$1.11M 0.75%
+13,339
New +$1.11M
VMBS icon
31
Vanguard Mortgage-Backed Securities ETF
VMBS
$15.6B
$1.11M 0.74%
+20,511
New +$1.11M
CVX icon
32
Chevron
CVX
$415B
$1.05M 0.7%
+12,423
New +$1.01M
SPTL icon
33
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
$10.9B
$1.03M 0.69%
+22,764
New +$1.03M
IVV icon
34
iShares Core S&P 500 ETF
IVV
$833B
$1.02M 0.69%
+2,729
New +$971K
SIZE icon
35
iShares MSCI USA Size Factor ETF
SIZE
$423M
$979K 0.66%
+8,808
New +$911K
JNJ icon
36
Johnson & Johnson
JNJ
$644B
$960K 0.64%
+6,102
New +$900K
BAC icon
37
Bank of America
BAC
$405B
$934K 0.63%
+30,805
New +$826K
WMT icon
38
Walmart Inc
WMT
$853B
$928K 0.62%
+19,308
New +$938K
NSC icon
39
Norfolk Southern
NSC
$71.2B
$823K 0.55%
+3,461
New +$787K
JPM icon
40
JPMorgan Chase
JPM
$927B
$817K 0.55%
+6,433
New +$719K
GBIL icon
41
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
$7.78B
$812K 0.55%
+8,110
New +$812K
SHM icon
42
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
$3.49B
$802K 0.54%
+16,104
New +$802K
MCD icon
43
McDonald's
MCD
$176B
$745K 0.5%
+3,472
New +$755K
INTC icon
44
Intel
INTC
$534B
$714K 0.48%
+14,338
New +$700K
ACWI icon
45
iShares MSCI ACWI ETF
ACWI
$32.6B
$699K 0.47%
+7,699
New +$658K
ABT icon
46
Abbott
ABT
$177B
$662K 0.44%
+6,049
New +$658K
SCHR
47
Schwab Intermediately-Term US Treasury ETF
SCHR
$13.3B
$662K 0.44%
+22,750
New +$663K
MUB icon
48
iShares National Muni Bond ETF
MUB
$44.4B
$648K 0.44%
+5,525
New +$642K
XLP icon
49
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.3B
$622K 0.42%
+9,222
New +$609K
VGSH icon
50
Vanguard Short-Term Treasury ETF
VGSH
$34.5B
$606K 0.41%
+9,841
New +$610K
1
2
3 4 5

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PW
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OIM
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EECFX
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Clearview Wealth Advisors's Q4 2020 Portfolio in Review

Q4 2020 is the first quarter with a 13F filing on record for Clearview Wealth Advisors, which disclosed 595 positions worth $149M. Its ten largest holdings account for 40% of the portfolio.

Its largest position is iShares ESG Aware MSCI USA ETF: 134,922 shares worth $11.6M.

By sector, the portfolio is most concentrated in Miscellaneous at 75% of assets, followed by Technology and Consumer Staples.

  • Clearview Wealth Advisors's largest Q4 2020 buy was iShares ESG Aware MSCI USA ETF: 134,922 shares worth $11.6M.
  • Clearview Wealth Advisors's ten largest holdings make up 40% of its $149M portfolio in Q4 2020.
  • Clearview Wealth Advisors disclosed 595 positions in Q4 2020, its first 13F filing on record.

Based on Clearview Wealth Advisors's 13F filing for Q4 2020, filed 21 Jan 2021.