CWA
Clearview Wealth Advisors Portfolio holdings
AUM
$144M
This Quarter Return
+4.68%
1 Year Return
+11.7%
3 Year Return
+39.05%
5 Year Return
–
10 Year Return
–
AUM
$162M
AUM Growth
+$162M
(+5.1%)
Cap. Flow
+$1.36M
Cap. Flow
% of AUM
0.84%
Top 10 Holdings %
Top 10 Hldgs %
38.73%
Holding
700
New
64
Increased
196
Reduced
134
Closed
30
Top Buys
Top Sells
Sector Composition
| 1 | Technology | 5.73% |
| 2 | Financials | 4.31% |
| 3 | Healthcare | 3.55% |
| 4 | Consumer Staples | 3.42% |
| 5 | Industrials | 2.92% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
iShares MSCI USA Min Vol Factor ETF
USMV
$23.4B
| $1.35M | 0.83% |
18,317
-1,464
| -7% | -$108K |
|
27
Costco
COST
$421B
| $1.33M | 0.82% |
3,367
-49
| -1% | -$19.4K |
|
28
Amazon
AMZN
$2.41T
| $1.3M | 0.8% |
378
-9
| -2% | -$31K |
|
29
PIMCO Active Bond Exchange-Traded Fund
BOND
$5.79B
| $1.28M | 0.79% |
11,557
-3,360
| -23% | -$373K |
|
30
Bank of America
BAC
$371B
| $1.27M | 0.78% |
30,746
-56
| -0.2% | -$2.31K |
|
31
iShares MSCI USA Momentum Factor ETF
MTUM
$18B
| $1.26M | 0.78% |
7,263
+620
| +9% | +$108K |
|
32
Schwab US Dividend Equity ETF
SCHD
$71.7B
| $1.2M | 0.74% |
15,861
+5,655
| +55% | +$427K |
|
33
JPMorgan Chase
JPM
$824B
| $1.19M | 0.73% |
7,642
+360
| +5% | +$56K |
|
34
Vanguard High Dividend Yield ETF
VYM
$63.6B
| $1.12M | 0.69% |
10,691
+6,213
| +139% | +$651K |
|
35
iShares 1-3 Year Treasury Bond ETF
SHY
$24.5B
| $1.1M | 0.68% |
12,785
-6,801
| -35% | -$586K |
|
36
iShares Core Conservative Allocation ETF
AOK
$629M
| $1.07M | 0.66% |
26,839
+3,640
| +16% | +$145K |
|
37
Johnson & Johnson
JNJ
$429B
| $1.01M | 0.63% |
6,149
+51
| +0.8% | +$8.4K |
|
38
Fidelity MSCI Information Technology Index ETF
FTEC
$15.1B
| $994K | 0.61% |
8,442
-8,278
| -50% | -$975K |
|
39
SPDR Blackstone Senior Loan ETF
SRLN
$6.96B
| $928K | 0.57% |
+20,039
| New | +$928K |
|
40
Norfolk Southern
NSC
$62.4B
| $915K | 0.57% |
3,445
-2
| -0.1% | -$531 |
|
41
Janus Henderson Short Duration Income ETF
VNLA
$2.75B
| $911K | 0.56% |
18,134
-18,778
| -51% | -$943K |
|
42
Walmart
WMT
$793B
| $830K | 0.51% |
5,882
-42
| -0.7% | -$5.93K |
|
43
McDonald's
MCD
$226B
| $819K | 0.51% |
3,546
-1
| -0% | -$231 |
|
44
Intel
INTC
$105B
| $805K | 0.5% |
14,333
+6
| +0% | +$337 |
|
45
PNC Financial Services
PNC
$80.7B
| $763K | 0.47% |
3,998
-2
| -0.1% | -$382 |
|
46
IQ MacKay Municipal Insured ETF
MMIN
$332M
| $761K | 0.47% |
27,500
-1,975
| -7% | -$54.7K |
|
47
Consumers Staples Select Sector SPDR Fund
XLP
$15.8B
| $744K | 0.46% |
10,631
+632
| +6% | +$44.2K |
|
48
iShares Core S&P 500 ETF
IVV
$660B
| $740K | 0.46% |
1,721
-1,438
| -46% | -$618K |
|
49
AbbVie
ABBV
$374B
| $730K | 0.45% |
6,483
+381
| +6% | +$42.9K |
|
50
NVIDIA
NVDA
$4.15T
| $713K | 0.44% |
891
+1
| +0.1% | +$800 |
|