CWA

Clearview Wealth Advisors Portfolio holdings

AUM $144M
1-Year Est. Return 11.7%
This Quarter Est. Return
1 Year Est. Return
+11.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$134M
AUM Growth
+$2.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$4.31M
2
+$2.39M
3
+$921K
4
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$592K
5
XLG icon
Invesco S&P 500 Top 50 ETF
XLG
+$539K

Top Sells

1
+$957K
2
+$835K
3
+$710K
4
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$549K
5
CGGR icon
Capital Group Growth ETF
CGGR
+$462K

Sector Composition

1 Financials 4.63%
2 Technology 3.82%
3 Consumer Staples 2.43%
4 Industrials 2.2%
5 Healthcare 2.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SCHH icon
26
Schwab US REIT ETF
SCHH
$8.47B
$1.23M 0.92%
57,030
-594
AAPL icon
27
Apple
AAPL
$3.89T
$1.22M 0.91%
5,489
-90
BINC icon
28
BlackRock Flexible Income ETF
BINC
$12.6B
$1.08M 0.81%
20,570
+203
COST icon
29
Costco
COST
$415B
$1.04M 0.78%
1,098
SCHD icon
30
Schwab US Dividend Equity ETF
SCHD
$70.6B
$1.02M 0.76%
36,588
-15,733
EFG icon
31
iShares MSCI EAFE Growth ETF
EFG
$11.7B
$954K 0.71%
9,539
-8,351
XTEN icon
32
BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF
XTEN
$754M
$921K 0.69%
+19,778
ESGV icon
33
Vanguard ESG US Stock ETF
ESGV
$11.6B
$879K 0.66%
8,974
-377
ABBV icon
34
AbbVie
ABBV
$410B
$808K 0.6%
3,856
-128
IYW icon
35
iShares US Technology ETF
IYW
$22.4B
$786K 0.59%
5,595
-442
IVV icon
36
iShares Core S&P 500 ETF
IVV
$667B
$770K 0.58%
1,370
+1
JPM icon
37
JPMorgan Chase
JPM
$823B
$761K 0.57%
3,102
-754
SCHA icon
38
Schwab U.S Small- Cap ETF
SCHA
$20.7B
$756K 0.56%
32,253
+685
EMXC icon
39
iShares MSCI Emerging Markets ex China ETF
EMXC
$14B
$746K 0.56%
13,537
-1,525
IEMG icon
40
iShares Core MSCI Emerging Markets ETF
IEMG
$113B
$687K 0.51%
12,731
+4,617
SCHC icon
41
Schwab International Small-Cap Equity ETF
SCHC
$5.38B
$627K 0.47%
17,477
+690
GLDM icon
42
SPDR Gold MiniShares Trust
GLDM
$23.8B
$592K 0.44%
+9,561
AMZN icon
43
Amazon
AMZN
$2.31T
$583K 0.44%
3,063
+2
NVDA icon
44
NVIDIA
NVDA
$4.45T
$571K 0.43%
5,270
-1,486
SCHE icon
45
Schwab Emerging Markets Equity ETF
SCHE
$11.6B
$567K 0.42%
20,569
+658
JNJ icon
46
Johnson & Johnson
JNJ
$467B
$566K 0.42%
3,413
+2
WMT icon
47
Walmart
WMT
$853B
$558K 0.42%
6,352
-3,371
BAC icon
48
Bank of America
BAC
$381B
$552K 0.41%
13,230
-211
XLG icon
49
Invesco S&P 500 Top 50 ETF
XLG
$11.1B
$539K 0.4%
+11,714
MCD icon
50
McDonald's
MCD
$220B
$536K 0.4%
1,716
-52
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