CWA
Clearview Wealth Advisors Portfolio holdings
AUM
$144M
This Quarter Return
+3.64%
1 Year Return
+11.7%
3 Year Return
+39.05%
5 Year Return
–
10 Year Return
–
AUM
$154M
AUM Growth
+$154M
(+3.5%)
Cap. Flow
+$1.62M
Cap. Flow
% of AUM
1.05%
Top 10 Holdings %
Top 10 Hldgs %
38.57%
Holding
664
New
69
Increased
207
Reduced
99
Closed
29
Top Buys
Top Sells
Sector Composition
| 1 | Technology | 5.38% |
| 2 | Financials | 4.05% |
| 3 | Healthcare | 3.55% |
| 4 | Consumer Staples | 3.4% |
| 5 | Industrials | 3.01% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
Chevron
CVX
$325B
| $1.36M | 0.88% |
12,991
+568
| +5% | +$59.5K |
|
27
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.24B
| $1.32M | 0.86% |
28,791
-57,734
| -67% | -$2.64M |
|
28
iShares Core S&P 500 ETF
IVV
$659B
| $1.26M | 0.82% |
3,159
+430
| +16% | +$171K |
|
29
Vanguard Short-Term Corporate Bond ETF
VCSH
$35.3B
| $1.22M | 0.79% |
14,831
+1,492
| +11% | +$123K |
|
30
Costco
COST
$416B
| $1.2M | 0.78% |
3,416
+231
| +7% | +$81.4K |
|
31
Amazon
AMZN
$2.42T
| $1.2M | 0.78% |
387
+24
| +7% | +$74.2K |
|
32
Bank of America
BAC
$374B
| $1.19M | 0.77% |
30,802
-3
| -0% | -$116 |
|
33
JPMorgan Chase
JPM
$823B
| $1.11M | 0.72% |
7,282
+849
| +13% | +$129K |
|
34
iShares MSCI USA Momentum Factor ETF
MTUM
$18B
| $1.07M | 0.69% |
6,643
+5,500
| +481% | +$885K |
|
35
Energy Select Sector SPDR Fund
XLE
$27.6B
| $1.07M | 0.69% |
+21,745
| New | +$1.07M |
|
36
SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$10.7B
| $1.01M | 0.65% |
27,802
-119,480
| -81% | -$4.33M |
|
37
Johnson & Johnson
JNJ
$428B
| $1M | 0.65% |
6,098
-4
| -0.1% | -$657 |
|
38
iShares US Medical Devices ETF
IHI
$4.29B
| $954K | 0.62% |
2,888
-1,552
| -35% | -$513K |
|
39
Quadratic Interest Rate Volatility and Inflation Hedge ETF
IVOL
$366M
| $944K | 0.61% |
33,015
+32,975
| +82,438% | +$943K |
|
40
Norfolk Southern
NSC
$62.6B
| $926K | 0.6% |
3,447
-14
| -0.4% | -$3.76K |
|
41
Intel
INTC
$105B
| $917K | 0.6% |
14,327
-11
| -0.1% | -$704 |
|
42
iShares Core Conservative Allocation ETF
AOK
$628M
| $897K | 0.58% |
23,199
+7,877
| +51% | +$305K |
|
43
Walmart
WMT
$782B
| $805K | 0.52% |
5,924
-512
| -8% | -$69.6K |
|
44
IQ MacKay Municipal Insured ETF
MMIN
$332M
| $804K | 0.52% |
29,475
+8,160
| +38% | +$223K |
|
45
McDonald's
MCD
$224B
| $795K | 0.52% |
3,547
+75
| +2% | +$16.8K |
|
46
Schwab US Dividend Equity ETF
SCHD
$72.3B
| $744K | 0.48% |
10,206
+9,002
| +748% | +$656K |
|
47
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
$6.24B
| $731K | 0.47% |
7,300
-810
| -10% | -$81.1K |
|
48
Abbott
ABT
$227B
| $722K | 0.47% |
6,024
-25
| -0.4% | -$3K |
|
49
Cisco
CSCO
$268B
| $705K | 0.46% |
13,642
+1,025
| +8% | +$53K |
|
50
PNC Financial Services
PNC
$80.8B
| $702K | 0.46% |
4,000
-30
| -0.7% | -$5.27K |
|