CWA
Clearview Wealth Advisors Portfolio holdings
AUM
$144M
This Quarter Return
-0.49%
1 Year Return
+11.7%
3 Year Return
+39.05%
5 Year Return
–
10 Year Return
–
AUM
$158M
AUM Growth
+$158M
(-2.5%)
Cap. Flow
-$2.83M
Cap. Flow
% of AUM
-1.79%
Top 10 Holdings %
Top 10 Hldgs %
38.03%
Holding
721
New
48
Increased
255
Reduced
105
Closed
36
Top Buys
| 1 |
iShares Fallen Angels USD Bond ETF
FALN
|
$2.56M |
| 2 |
iShares US Technology ETF
IYW
|
$1.98M |
| 3 |
iShares MBS ETF
MBB
|
$1.96M |
| 4 |
Schwab US TIPS ETF
SCHP
|
$1.78M |
| 5 |
iShares MSCI EAFE Growth ETF
EFG
|
$1.29M |
Top Sells
Sector Composition
| 1 | Technology | 6.08% |
| 2 | Financials | 4.59% |
| 3 | Consumer Staples | 3.59% |
| 4 | Healthcare | 3.53% |
| 5 | Industrials | 2.96% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
Bank of America
BAC
$371B
| $1.35M | 0.86% |
31,899
+1,153
| +4% | +$48.9K |
|
27
Energy Select Sector SPDR Fund
XLE
$27.1B
| $1.3M | 0.82% |
24,955
-1,278
| -5% | -$66.6K |
|
28
JPMorgan Chase
JPM
$824B
| $1.28M | 0.81% |
7,837
+195
| +3% | +$31.9K |
|
29
iShares GSCI Commodity Dynamic Roll Strategy ETF
COMT
$654M
| $1.26M | 0.8% |
35,144
-28,193
| -45% | -$1.01M |
|
30
iShares Core Conservative Allocation ETF
AOK
$629M
| $1.25M | 0.79% |
31,565
+4,726
| +18% | +$187K |
|
31
Amazon
AMZN
$2.41T
| $1.25M | 0.79% |
379
+1
| +0.3% | +$3.29K |
|
32
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$8.39B
| $1.23M | 0.78% |
39,339
-15,756
| -29% | -$492K |
|
33
PIMCO Active Bond Exchange-Traded Fund
BOND
$5.79B
| $1.23M | 0.78% |
11,087
-470
| -4% | -$52K |
|
34
iShares 10-20 Year Treasury Bond ETF
TLH
$11.2B
| $1.11M | 0.7% |
+7,563
| New | +$1.11M |
|
35
SPDR Blackstone Senior Loan ETF
SRLN
$6.96B
| $1.07M | 0.68% |
23,250
+3,211
| +16% | +$148K |
|
36
Johnson & Johnson
JNJ
$429B
| $1.01M | 0.64% |
6,269
+120
| +2% | +$19.4K |
|
37
McDonald's
MCD
$226B
| $901K | 0.57% |
3,739
+193
| +5% | +$46.5K |
|
38
Walmart
WMT
$793B
| $855K | 0.54% |
6,133
+251
| +4% | +$35K |
|
39
Norfolk Southern
NSC
$62.4B
| $852K | 0.54% |
3,559
+114
| +3% | +$27.3K |
|
40
IQ MacKay Municipal Insured ETF
MMIN
$332M
| $843K | 0.53% |
30,743
+3,243
| +12% | +$88.9K |
|
41
PNC Financial Services
PNC
$80.7B
| $817K | 0.52% |
4,178
+180
| +5% | +$35.2K |
|
42
iShares ESG Aware 1-5 Year USD Corporate Bond ETF
SUSB
$1.02B
| $800K | 0.51% |
30,807
+4,681
| +18% | +$122K |
|
43
Intel
INTC
$105B
| $791K | 0.5% |
14,850
+517
| +4% | +$27.5K |
|
44
Consumers Staples Select Sector SPDR Fund
XLP
$15.8B
| $788K | 0.5% |
11,452
+821
| +8% | +$56.5K |
|
45
NVIDIA
NVDA
$4.15T
| $763K | 0.48% |
3,681
+2,790
| +313% | +$24.3K |
|
46
iShares 0-5 Year TIPS Bond ETF
STIP
$12.6B
| $747K | 0.47% |
7,076
+1,501
| +27% | +$158K |
|
47
Cisco
CSCO
$268B
| $744K | 0.47% |
13,673
+695
| +5% | +$37.8K |
|
48
iShares Core S&P 500 ETF
IVV
$660B
| $743K | 0.47% |
1,724
+3
| +0.2% | +$1.29K |
|
49
Abbott
ABT
$230B
| $726K | 0.46% |
6,145
+129
| +2% | +$15.2K |
|
50
iShares 1-3 Year Treasury Bond ETF
SHY
$24.5B
| $704K | 0.45% |
8,170
-4,615
| -36% | -$398K |
|