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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
-0.58%
1 Year Est. Return
+14.25%
3 Year Est. Return
+45.19%
5 Year Est. Return
+48.56%
10 Year Est. Return
–
AUM
$134M
AUM Growth
+$2.29M
Cap. Flow
+$3.5M
Cap. Flow %
2.61%
Top 10 Hldgs %
50.46%
Holding
104
New
9
Increased
22
Reduced
61
Closed
5

Top Buys

Rank Stock Value
1
JAAA icon
Janus Henderson AAA CLO ETF
JAAA
+$4.31M
2
APO icon
Apollo Global Management
APO
+$2.68M
3
XTEN icon
BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF
XTEN
+$901K
4
XLG icon
Invesco S&P 500 Top 50 ETF
XLG
+$578K
5
SPMO icon
Invesco S&P 500 Momentum ETF
SPMO
+$565K

Top Sells

Rank Stock Value
1
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$946K
2
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$851K
3
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$710K
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$577K
5
CGGR icon
Capital Group Growth ETF
CGGR
+$505K

Sector Composition

Rank Sector Weight
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
$11.7B
$1.23M 0.92%
57,030
-594
-1% -$12.7K
AAPL icon
27
Apple
AAPL
$4.89T
$1.22M 0.91%
5,489
-90
-2% -$20.9K
BINC icon
28
BlackRock Flexible Income ETF
BINC
$16B
$1.08M 0.81%
20,570
+203
+1% +$10.6K
COST icon
29
Costco
COST
$415B
$1.04M 0.78%
1,098
– –
SCHD icon
30
Schwab US Dividend Equity ETF
SCHD
$102B
$1.02M 0.76%
36,588
-15,733
-30% -$439K
EFG icon
31
iShares MSCI EAFE Growth ETF
EFG
$16.3B
$954K 0.71%
9,539
-8,351
-47% -$851K
XTEN icon
32
BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF
XTEN
$1.03B
$921K 0.69%
+19,778
New +$901K
ESGV icon
33
Vanguard ESG US Stock ETF
ESGV
$12.9B
$879K 0.66%
8,974
-377
-4% -$39.4K
ABBV icon
34
AbbVie
ABBV
$458B
$808K 0.6%
3,856
-128
-3% -$24.9K
IYW icon
35
iShares US Technology ETF
IYW
$23.7B
$786K 0.59%
5,595
-442
-7% -$68.8K
IVV icon
36
iShares Core S&P 500 ETF
IVV
$876B
$770K 0.58%
1,370
+1
+0.1% +$591
JPM icon
37
JPMorgan Chase
JPM
$939B
$761K 0.57%
3,102
-754
-20% -$192K
SCHA icon
38
Schwab U.S Small- Cap ETF
SCHA
$22.5B
$756K 0.56%
32,253
+685
+2% +$17.5K
EMXC icon
39
iShares MSCI Emerging Markets ex China ETF
EMXC
$23.4B
$746K 0.56%
13,537
-1,525
-10% -$85.6K
IEMG icon
40
iShares Core MSCI Emerging Markets ETF
IEMG
$149B
$687K 0.51%
12,731
+4,617
+57% +$249K
SCHC icon
41
Schwab International Small-Cap Equity ETF
SCHC
$5.36B
$627K 0.47%
17,477
+690
+4% +$24.6K
GLDM icon
42
SPDR Gold MiniShares Trust
GLDM
$27.5B
$592K 0.44%
+9,561
New +$543K
AMZN icon
43
Amazon
AMZN
$2.5T
$583K 0.44%
3,063
+2
+0.1% +$434
NVDA icon
44
NVIDIA
NVDA
$5.01T
$571K 0.43%
5,270
-1,486
-22% -$188K
SCHE icon
45
Schwab Emerging Markets Equity ETF
SCHE
$12.3B
$567K 0.42%
20,569
+658
+3% +$18K
JNJ icon
46
Johnson & Johnson
JNJ
$635B
$566K 0.42%
3,413
+2
+0.1% +$313
WMT icon
47
Walmart Inc
WMT
$871B
$558K 0.42%
6,352
-3,371
-35% -$316K
BAC icon
48
Bank of America
BAC
$435B
$552K 0.41%
13,230
-211
-2% -$9.4K
XLG icon
49
Invesco S&P 500 Top 50 ETF
XLG
$10.5B
$539K 0.4%
+11,714
New +$578K
MCD icon
50
McDonald's
MCD
$188B
$536K 0.4%
1,716
-52
-3% -$15.6K
1
2
3 4 5

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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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Clearview Wealth Advisors's Q1 2025 Portfolio in Review

As of Q1 2025, Clearview Wealth Advisors held 104 positions worth $134M, up 1.7% from $132M the previous quarter. Its ten largest holdings account for 50% of the portfolio.

Clearview Wealth Advisors's Q1 2025 filing shows 9 new, 22 increased, 61 reduced and 5 closed positions. Its largest new stake was BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF: 19,778 shares worth $921K. The largest sale was iShares Core Universal USD Bond ETF, an estimated $946K.

By sector, the portfolio is most concentrated in Financials at 4.6% of assets, up from 3% a quarter earlier, followed by Technology and Consumer Staples.

  • Clearview Wealth Advisors's largest Q1 2025 buy was BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF: 19,778 shares worth $921K.
  • Clearview Wealth Advisors added most to Janus Henderson AAA CLO ETF in Q1 2025, an estimated $4.31M increase.
  • Clearview Wealth Advisors's biggest Q1 2025 reduction was iShares Core Universal USD Bond ETF, cutting an estimated $946K.
  • Clearview Wealth Advisors fully exited iShares 20+ Year Treasury Bond ETF in Q1 2025, selling an estimated $710K.
  • Clearview Wealth Advisors's ten largest holdings make up 50% of its $134M portfolio in Q1 2025.
  • Clearview Wealth Advisors opened 9 new positions and closed 5 in Q1 2025.
  • Clearview Wealth Advisors's portfolio value rose 1.7% quarter-over-quarter to $134M.

Based on Clearview Wealth Advisors's 13F filing for Q1 2025, filed 23 Apr 2025.