CWA

Clearview Wealth Advisors Portfolio holdings

AUM $156M
1-Year Est. Return 11.36%
This Quarter Est. Return
1 Year Est. Return
+11.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$144M
AUM Growth
+$9.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$977K
2
+$918K
3
+$846K
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$758K
5
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$705K

Top Sells

1
+$3.21M
2
+$746K
3
+$530K
4
MRK icon
Merck
MRK
+$318K
5
HEFA icon
iShares Currency Hedged MSCI EAFE ETF
HEFA
+$253K

Sector Composition

1 Financials 4.68%
2 Technology 4.3%
3 Industrials 2.19%
4 Consumer Staples 2.13%
5 Energy 1.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MBB icon
26
iShares MBS ETF
MBB
$41.8B
$1.45M 1.01%
15,486
-132
SCHO icon
27
Schwab Short-Term US Treasury ETF
SCHO
$11.3B
$1.38M 0.96%
56,734
+401
SCHH icon
28
Schwab US REIT ETF
SCHH
$8.47B
$1.22M 0.85%
57,696
+666
AAPL icon
29
Apple
AAPL
$3.9T
$1.14M 0.8%
5,575
+86
BINC icon
30
BlackRock Flexible Income ETF
BINC
$12.6B
$1.09M 0.76%
20,643
+73
COST icon
31
Costco
COST
$413B
$1.09M 0.76%
1,099
+1
EFG icon
32
iShares MSCI EAFE Growth ETF
EFG
$11.6B
$1.05M 0.73%
9,371
-168
ESGV icon
33
Vanguard ESG US Stock ETF
ESGV
$11.7B
$981K 0.68%
8,946
-28
SCHD icon
34
Schwab US Dividend Equity ETF
SCHD
$70.7B
$966K 0.67%
36,456
-132
THRO
35
iShares U.S. Thematic Rotation Active ETF
THRO
$6.44B
$918K 0.64%
+25,791
XLG icon
36
Invesco S&P 500 Top 50 ETF
XLG
$11.2B
$911K 0.63%
17,493
+5,779
IYW icon
37
iShares US Technology ETF
IYW
$22.8B
$905K 0.63%
5,223
-372
JPM icon
38
JPMorgan Chase
JPM
$818B
$900K 0.63%
3,103
+1
IAGG icon
39
iShares Core International Aggregate Bond Fund
IAGG
$11.2B
$846K 0.59%
+16,561
SCHA icon
40
Schwab U.S Small- Cap ETF
SCHA
$20.9B
$846K 0.59%
33,432
+1,179
IVV icon
41
iShares Core S&P 500 ETF
IVV
$672B
$744K 0.52%
1,198
-172
SCHC icon
42
Schwab International Small-Cap Equity ETF
SCHC
$5.4B
$725K 0.5%
17,016
-461
ABBV icon
43
AbbVie
ABBV
$403B
$714K 0.5%
3,847
-9
AMZN icon
44
Amazon
AMZN
$2.39T
$672K 0.47%
3,063
NVDA icon
45
NVIDIA
NVDA
$4.53T
$666K 0.46%
4,216
-1,054
SPMO icon
46
Invesco S&P 500 Momentum ETF
SPMO
$16.9B
$655K 0.46%
5,828
+57
BAC icon
47
Bank of America
BAC
$385B
$623K 0.43%
13,171
-59
WMT icon
48
Walmart
WMT
$846B
$622K 0.43%
6,359
+7
SCHE icon
49
Schwab Emerging Markets Equity ETF
SCHE
$11.6B
$613K 0.43%
20,325
-244
CSCO icon
50
Cisco
CSCO
$279B
$596K 0.42%
8,596
-60
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