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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
+5.5%
1 Year Est. Return
+14.25%
3 Year Est. Return
+45.19%
5 Year Est. Return
+48.56%
10 Year Est. Return
–
AUM
$156M
AUM Growth
+$12.7M
Cap. Flow
+$5.07M
Cap. Flow %
3.25%
Top 10 Hldgs %
49.1%
Holding
104
New
3
Increased
40
Reduced
51
Closed
2

Top Buys

Rank Stock Value
1
CGCP icon
Capital Group Core Plus Income ETF
CGCP
+$1.17M
2
JAAA icon
Janus Henderson AAA CLO ETF
JAAA
+$469K
3
CGGR icon
Capital Group Growth ETF
CGGR
+$437K
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$425K
5
CGDV icon
Capital Group Dividend Value ETF
CGDV
+$395K

Top Sells

Rank Stock Value
1
AVGO icon
Broadcom
AVGO
+$260K
2
SCHI icon
Schwab 5-10 Year Corporate Bond ETF
SCHI
+$214K
3
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$73.5K
4
IYW icon
iShares US Technology ETF
IYW
+$58K
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$53K

Sector Composition

Rank Sector Weight
1 Financials 4.41%
2 Technology 4.13%
3 Industrials 1.99%
4 Consumer Staples 1.9%
5 Healthcare 1.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MBB icon
26
iShares MBS ETF
MBB
$39B
$1.53M 0.98%
16,100
+614
+4% +$57.7K
SCHO icon
27
Schwab Short-Term US Treasury ETF
SCHO
$12.7B
$1.45M 0.93%
59,492
+2,758
+5% +$67.1K
AAPL icon
28
Apple
AAPL
$4.89T
$1.4M 0.9%
5,510
-65
-1% -$14.7K
SCHH icon
29
Schwab US REIT ETF
SCHH
$11.7B
$1.26M 0.81%
58,358
+662
+1% +$14.1K
XLG icon
30
Invesco S&P 500 Top 50 ETF
XLG
$10.5B
$1.16M 0.74%
20,121
+2,628
+15% +$144K
BINC icon
31
BlackRock Flexible Income ETF
BINC
$16B
$1.14M 0.73%
21,481
+838
+4% +$44.3K
ESGV icon
32
Vanguard ESG US Stock ETF
ESGV
$12.9B
$1.06M 0.68%
8,946
– –
THRO
33
iShares U.S. Thematic Rotation Active ETF
THRO
$6.38B
$1.02M 0.65%
26,932
+1,141
+4% +$41.8K
EFG icon
34
iShares MSCI EAFE Growth ETF
EFG
$16.3B
$1.02M 0.65%
8,938
-433
-5% -$48.3K
COST icon
35
Costco
COST
$415B
$1.02M 0.65%
1,099
– –
IYW icon
36
iShares US Technology ETF
IYW
$23.7B
$961K 0.62%
4,906
-317
-6% -$58K
SCHA icon
37
Schwab U.S Small- Cap ETF
SCHA
$22.5B
$960K 0.61%
34,394
+962
+3% +$25.7K
JPM icon
38
JPMorgan Chase
JPM
$939B
$958K 0.61%
3,036
-67
-2% -$19.9K
SCHD icon
39
Schwab US Dividend Equity ETF
SCHD
$102B
$950K 0.61%
34,796
-1,660
-5% -$45.3K
IAGG icon
40
iShares Core International Aggregate Bond Fund
IAGG
$10.6B
$901K 0.58%
17,587
+1,026
+6% +$52.4K
ABBV icon
41
AbbVie
ABBV
$458B
$869K 0.56%
3,754
-93
-2% -$18.9K
SCHC icon
42
Schwab International Small-Cap Equity ETF
SCHC
$5.36B
$825K 0.53%
18,120
+1,104
+6% +$48.5K
NVDA icon
43
NVIDIA
NVDA
$5.01T
$771K 0.49%
4,134
-82
-2% -$14.3K
IVV icon
44
iShares Core S&P 500 ETF
IVV
$876B
$767K 0.49%
1,146
-52
-4% -$33.5K
SPMO icon
45
Invesco S&P 500 Momentum ETF
SPMO
$21.1B
$725K 0.46%
5,992
+164
+3% +$19.1K
SCHE icon
46
Schwab Emerging Markets Equity ETF
SCHE
$12.3B
$703K 0.45%
21,064
+739
+4% +$23.3K
AMZN icon
47
Amazon
AMZN
$2.5T
$684K 0.44%
3,113
+50
+2% +$11.3K
BAC icon
48
Bank of America
BAC
$435B
$662K 0.42%
12,826
-345
-3% -$16.8K
WMT icon
49
Walmart Inc
WMT
$871B
$645K 0.41%
6,258
-101
-2% -$10.1K
JNJ icon
50
Johnson & Johnson
JNJ
$635B
$623K 0.4%
3,362
-45
-1% -$7.71K
1
2
3 4 5

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AIMU
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PWA
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CNFG
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Clearview Wealth Advisors's Q3 2025 Portfolio in Review

As of Q3 2025, Clearview Wealth Advisors held 104 positions worth $156M, up 8.8% from $144M the previous quarter. Its ten largest holdings account for 49% of the portfolio.

Clearview Wealth Advisors deployed $5.07M of net new capital in Q3 2025, opening 3 new positions and adding to 40 existing holdings. Its largest new stake was Schwab High Yield Bond ETF: 9,060 shares worth $242K.

By sector, the portfolio is most concentrated in Financials at 4.4% of assets, down from 4.7% a quarter earlier, followed by Technology and Industrials.

On the sell side, the largest reduction was iShares ESG Aware MSCI USA ETF, an estimated $73.5K trimmed.

  • Clearview Wealth Advisors's largest Q3 2025 buy was Schwab High Yield Bond ETF: 9,060 shares worth $242K.
  • Clearview Wealth Advisors added most to Capital Group Core Plus Income ETF in Q3 2025, an estimated $1.17M increase.
  • Clearview Wealth Advisors's biggest Q3 2025 reduction was iShares ESG Aware MSCI USA ETF, cutting an estimated $73.5K.
  • Clearview Wealth Advisors fully exited Broadcom in Q3 2025, selling an estimated $260K.
  • Clearview Wealth Advisors's ten largest holdings make up 49% of its $156M portfolio in Q3 2025.
  • Clearview Wealth Advisors opened 3 new positions and closed 2 in Q3 2025.
  • Clearview Wealth Advisors's portfolio value rose 8.8% quarter-over-quarter to $156M.

Based on Clearview Wealth Advisors's 13F filing for Q3 2025, filed 24 Oct 2025.