CWA
Clearview Wealth Advisors Portfolio holdings
AUM
$144M
This Quarter Return
+6.28%
1 Year Return
+11.7%
3 Year Return
+39.05%
5 Year Return
–
10 Year Return
–
AUM
$164M
AUM Growth
+$164M
(+3.9%)
Cap. Flow
-$2.41M
Cap. Flow
% of AUM
-1.47%
Top 10 Holdings %
Top 10 Hldgs %
39.4%
Holding
754
New
70
Increased
183
Reduced
196
Closed
64
Top Buys
| 1 |
Schwab US TIPS ETF
SCHP
|
$2.7M |
| 2 |
SPDR Portfolio S&P 500 ETF
SPLG
|
$1.86M |
| 3 |
iShares Core Total USD Bond Market ETF
IUSB
|
$1.6M |
| 4 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$1.49M |
| 5 |
Global X S&P 500 Covered Call ETF
XYLD
|
$702K |
Top Sells
Sector Composition
| 1 | Technology | 6.37% |
| 2 | Financials | 4.24% |
| 3 | Healthcare | 4.07% |
| 4 | Consumer Staples | 3.42% |
| 5 | Industrials | 2.83% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
iShares Global Financials ETF
IXG
$572M
| $1.38M | 0.84% |
17,236
-4,629
| -21% | -$371K |
|
27
JPMorgan Chase
JPM
$824B
| $1.31M | 0.8% |
8,243
+406
| +5% | +$64.3K |
|
28
SPDR Portfolio Short Term Treasury ETF
SPTS
$5.89B
| $1.28M | 0.78% |
41,949
-25,144
| -37% | -$765K |
|
29
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.25B
| $1.25M | 0.76% |
27,485
-10,409
| -27% | -$472K |
|
30
Amazon
AMZN
$2.41T
| $1.23M | 0.75% |
370
-9
| -2% | -$30K |
|
31
iShares 10-20 Year Treasury Bond ETF
TLH
$11.2B
| $1.23M | 0.75% |
8,302
+739
| +10% | +$110K |
|
32
SPDR Blackstone Senior Loan ETF
SRLN
$6.96B
| $1.21M | 0.74% |
26,511
+3,261
| +14% | +$149K |
|
33
iShares Core Conservative Allocation ETF
AOK
$629M
| $1.14M | 0.69% |
28,471
-3,094
| -10% | -$124K |
|
34
iShares 0-5 Year TIPS Bond ETF
STIP
$12.6B
| $1.13M | 0.69% |
10,698
+3,622
| +51% | +$384K |
|
35
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$16.3B
| $1.04M | 0.64% |
15,850
+4,371
| +38% | +$288K |
|
36
NVIDIA
NVDA
$4.15T
| $1.03M | 0.63% |
3,517
-164
| -4% | -$48.2K |
|
37
Consumers Staples Select Sector SPDR Fund
XLP
$15.8B
| $970K | 0.59% |
12,576
+1,124
| +10% | +$86.7K |
|
38
iShares GSCI Commodity Dynamic Roll Strategy ETF
COMT
$654M
| $952K | 0.58% |
30,824
-4,320
| -12% | -$133K |
|
39
PIMCO Active Bond Exchange-Traded Fund
BOND
$5.79B
| $914K | 0.56% |
8,354
-2,733
| -25% | -$299K |
|
40
Norfolk Southern
NSC
$62.4B
| $903K | 0.55% |
3,032
-527
| -15% | -$157K |
|
41
PNC Financial Services
PNC
$80.7B
| $892K | 0.54% |
4,448
+270
| +6% | +$54.1K |
|
42
Qualcomm
QCOM
$170B
| $887K | 0.54% |
4,852
-72
| -1% | -$13.2K |
|
43
Johnson & Johnson
JNJ
$429B
| $882K | 0.54% |
5,153
-1,116
| -18% | -$191K |
|
44
AbbVie
ABBV
$374B
| $870K | 0.53% |
6,423
+293
| +5% | +$39.7K |
|
45
Cisco
CSCO
$268B
| $842K | 0.51% |
13,288
-385
| -3% | -$24.4K |
|
46
Walmart
WMT
$793B
| $840K | 0.51% |
5,806
-327
| -5% | -$47.3K |
|
47
iShares Core S&P 500 ETF
IVV
$660B
| $814K | 0.5% |
1,707
-17
| -1% | -$8.11K |
|
48
IQ MacKay Municipal Insured ETF
MMIN
$332M
| $785K | 0.48% |
28,542
-2,201
| -7% | -$60.5K |
|
49
iShares TIPS Bond ETF
TIP
$13.5B
| $767K | 0.47% |
5,936
+3,504
| +144% | +$453K |
|
50
Pfizer
PFE
$141B
| $733K | 0.45% |
12,410
-1,489
| -11% | -$87.9K |
|