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CWA

Clearview Wealth Advisors Portfolio holdings

AUM $158M
1-Year Est. Return 14.25%
This Fund
S&P 500
This Quarter Est. Return
-1.06%
1 Year Est. Return
+14.25%
3 Year Est. Return
+45.19%
5 Year Est. Return
+48.56%
10 Year Est. Return
–
AUM
$132M
AUM Growth
+$1.8M
Cap. Flow
+$3.84M
Cap. Flow %
2.92%
Top 10 Hldgs %
51.66%
Holding
99
New
4
Increased
36
Reduced
50
Closed
4

Top Buys

Rank Stock Value
1
JAAA icon
Janus Henderson AAA CLO ETF
JAAA
+$1.66M
2
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$884K
3
APO icon
Apollo Global Management
APO
+$656K
4
CGCP icon
Capital Group Core Plus Income ETF
CGCP
+$646K
5
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$471K

Top Sells

Rank Stock Value
1
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$663K
2
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$337K
3
HEFA icon
iShares Currency Hedged MSCI EAFE ETF
HEFA
+$327K
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$301K
5
HSY icon
Hershey
HSY
+$225K

Sector Composition

Rank Sector Weight
1 Technology 4.41%
2 Financials 3.03%
3 Consumer Staples 2.46%
4 Industrials 2.09%
5 Healthcare 1.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IVE icon
26
iShares S&P 500 Value ETF
IVE
$48.9B
$1.36M 1.03%
7,125
+159
+2% +$31.5K
SCHO icon
27
Schwab Short-Term US Treasury ETF
SCHO
$12.7B
$1.36M 1.03%
56,507
+5,255
+10% +$127K
SCHH icon
28
Schwab US REIT ETF
SCHH
$11.7B
$1.21M 0.92%
57,624
+231
+0.4% +$5.16K
BINC icon
29
BlackRock Flexible Income ETF
BINC
$16B
$1.06M 0.81%
20,367
+6,945
+52% +$366K
COST icon
30
Costco
COST
$415B
$1.01M 0.76%
1,098
– –
ESGV icon
31
Vanguard ESG US Stock ETF
ESGV
$12.9B
$981K 0.75%
9,351
-482
-5% -$50.6K
IYW icon
32
iShares US Technology ETF
IYW
$23.7B
$963K 0.73%
6,037
-705
-10% -$112K
JPM icon
33
JPMorgan Chase
JPM
$939B
$924K 0.7%
3,856
-32
-0.8% -$7.45K
NVDA icon
34
NVIDIA
NVDA
$5.01T
$907K 0.69%
6,756
-277
-4% -$38.2K
WMT icon
35
Walmart Inc
WMT
$871B
$878K 0.67%
9,723
-114
-1% -$9.89K
EMXC icon
36
iShares MSCI Emerging Markets ex China ETF
EMXC
$23.4B
$835K 0.63%
15,062
+4,681
+45% +$275K
SCHA icon
37
Schwab U.S Small- Cap ETF
SCHA
$22.5B
$816K 0.62%
31,568
+352
+1% +$9.37K
IVV icon
38
iShares Core S&P 500 ETF
IVV
$876B
$806K 0.61%
1,369
-48
-3% -$28.4K
TLT icon
39
iShares 20+ Year Treasury Bond ETF
TLT
$42.1B
$710K 0.54%
8,131
-955
-11% -$87.9K
ABBV icon
40
AbbVie
ABBV
$458B
$708K 0.54%
3,984
-34
-0.8% -$6.25K
APO icon
41
Apollo Global Management
APO
$70.7B
$684K 0.52%
+4,140
New +$656K
AMZN icon
42
Amazon
AMZN
$2.5T
$672K 0.51%
3,061
+100
+3% +$20.5K
BAC icon
43
Bank of America
BAC
$435B
$591K 0.45%
13,441
-131
-1% -$5.76K
SCHC icon
44
Schwab International Small-Cap Equity ETF
SCHC
$5.36B
$576K 0.44%
16,787
+712
+4% +$25.9K
LMT icon
45
Lockheed Martin
LMT
$134B
$537K 0.41%
1,106
-14
-1% -$7.63K
SCHE icon
46
Schwab Emerging Markets Equity ETF
SCHE
$12.3B
$530K 0.4%
19,911
+434
+2% +$12.3K
CSCO icon
47
Cisco
CSCO
$450B
$527K 0.4%
8,910
-67
-0.7% -$3.83K
MCD icon
48
McDonald's
MCD
$188B
$512K 0.39%
1,768
-12
-0.7% -$3.58K
JNJ icon
49
Johnson & Johnson
JNJ
$635B
$493K 0.38%
3,411
-225
-6% -$34.9K
QCOM icon
50
Qualcomm
QCOM
$176B
$493K 0.37%
3,209
-28
-0.9% -$4.58K
1
2
3 4

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ACA
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SW
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AIMU
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PWA
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CNFG
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USWG
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PW
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SA
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Clearview Wealth Advisors's Q4 2024 Portfolio in Review

As of Q4 2024, Clearview Wealth Advisors held 99 positions worth $132M, up 1.4% from $130M the previous quarter. Its ten largest holdings account for 52% of the portfolio.

Clearview Wealth Advisors's Q4 2024 filing shows 4 new, 36 increased, 50 reduced and 4 closed positions. Its largest new stake was Janus Henderson AAA CLO ETF: 32,590 shares worth $1.65M. The largest sale was State Street SPDR Portfolio S&P 500 ETF, an estimated $663K.

By sector, the portfolio is most concentrated in Technology at 4.4% of assets, up from 4.3% a quarter earlier, followed by Financials and Consumer Staples.

  • Clearview Wealth Advisors's largest Q4 2024 buy was Janus Henderson AAA CLO ETF: 32,590 shares worth $1.65M.
  • Clearview Wealth Advisors added most to iShares MSCI EAFE Value ETF in Q4 2024, an estimated $884K increase.
  • Clearview Wealth Advisors's biggest Q4 2024 reduction was State Street SPDR Portfolio S&P 500 ETF, cutting an estimated $663K.
  • Clearview Wealth Advisors fully exited iShares Currency Hedged MSCI EAFE ETF in Q4 2024, selling an estimated $327K.
  • Clearview Wealth Advisors's ten largest holdings make up 52% of its $132M portfolio in Q4 2024.
  • Clearview Wealth Advisors opened 4 new positions and closed 4 in Q4 2024.
  • Clearview Wealth Advisors's portfolio value rose 1.4% quarter-over-quarter to $132M.

Based on Clearview Wealth Advisors's 13F filing for Q4 2024, filed 24 Jan 2025.