CWA

Clearview Wealth Advisors Portfolio holdings

AUM $144M
This Quarter Return
+7.64%
1 Year Return
+11.7%
3 Year Return
+39.05%
5 Year Return
–
10 Year Return
–
AUM
$149M
AUM Growth
–
Cap. Flow
+$149M
Cap. Flow %
100%
Top 10 Hldgs %
40.28%
Holding
595
New
595
Increased
–
Reduced
–
Closed
–

Top Buys

1
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
$11.6M
2
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
$8.86M
3
GOVT icon
iShares US Treasury Bond ETF
GOVT
$8.41M
4
SPIB icon
SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$5.48M
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$5.42M

Top Sells

No sells this quarter

Sector Composition

1 Technology 5.32%
2 Consumer Staples 3.62%
3 Financials 3.45%
4 Healthcare 3.4%
5 Industrials 2.78%
Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
SPLV icon
26
Invesco S&P 500 Low Volatility ETF
SPLV
$7.93B
$1.32M 0.88%
+23,410
New +$1.32M
SPSB icon
27
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$8.39B
$1.29M 0.87%
+41,193
New +$1.29M
COST icon
28
Costco
COST
$419B
$1.2M 0.81%
+3,185
New +$1.2M
AMZN icon
29
Amazon
AMZN
$2.4T
$1.18M 0.79%
+363
New +$1.18M
VCSH icon
30
Vanguard Short-Term Corporate Bond ETF
VCSH
$35.3B
$1.11M 0.75%
+13,339
New +$1.11M
VMBS icon
31
Vanguard Mortgage-Backed Securities ETF
VMBS
$14.7B
$1.11M 0.74%
+20,511
New +$1.11M
CVX icon
32
Chevron
CVX
$318B
$1.05M 0.7%
+12,423
New +$1.05M
SPTL icon
33
SPDR Portfolio Long Term Treasury ETF
SPTL
$11.4B
$1.03M 0.69%
+22,764
New +$1.03M
IVV icon
34
iShares Core S&P 500 ETF
IVV
$658B
$1.02M 0.69%
+2,729
New +$1.02M
SIZE icon
35
iShares MSCI USA Size Factor ETF
SIZE
$363M
$979K 0.66%
+8,808
New +$979K
JNJ icon
36
Johnson & Johnson
JNJ
$426B
$960K 0.64%
+6,102
New +$960K
BAC icon
37
Bank of America
BAC
$369B
$934K 0.63%
+30,805
New +$934K
WMT icon
38
Walmart
WMT
$787B
$928K 0.62%
+6,436
New +$928K
NSC icon
39
Norfolk Southern
NSC
$62.1B
$823K 0.55%
+3,461
New +$823K
JPM icon
40
JPMorgan Chase
JPM
$816B
$817K 0.55%
+6,433
New +$817K
GBIL icon
41
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
$6.25B
$812K 0.55%
+8,110
New +$812K
SHM icon
42
SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
$3.44B
$802K 0.54%
+16,104
New +$802K
MCD icon
43
McDonald's
MCD
$226B
$745K 0.5%
+3,472
New +$745K
INTC icon
44
Intel
INTC
$105B
$714K 0.48%
+14,338
New +$714K
ACWI icon
45
iShares MSCI ACWI ETF
ACWI
$21.9B
$699K 0.47%
+7,699
New +$699K
ABT icon
46
Abbott
ABT
$227B
$662K 0.44%
+6,049
New +$662K
SCHR icon
47
Schwab Intermediately-Term US Treasury ETF
SCHR
$11.5B
$662K 0.44%
+11,375
New +$662K
MUB icon
48
iShares National Muni Bond ETF
MUB
$38.6B
$648K 0.44%
+5,525
New +$648K
XLP icon
49
Consumers Staples Select Sector SPDR Fund
XLP
$15.7B
$622K 0.42%
+9,222
New +$622K
VGSH icon
50
Vanguard Short-Term Treasury ETF
VGSH
$22.8B
$606K 0.41%
+9,841
New +$606K
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