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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
+3.64%
1 Year Est. Return
+14.25%
3 Year Est. Return
+45.19%
5 Year Est. Return
+48.56%
10 Year Est. Return
–
AUM
$154M
AUM Growth
+$5.23M
Cap. Flow
+$1.5M
Cap. Flow %
0.98%
Top 10 Hldgs %
38.57%
Holding
664
New
69
Increased
205
Reduced
99
Closed
29

Top Buys

Rank Stock Value
1
SCHJ icon
Schwab 1-5 Year Corporate Bond ETF
SCHJ
+$7.3M
2
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$4.13M
3
SCHI icon
Schwab 5-10 Year Corporate Bond ETF
SCHI
+$3.44M
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$3.42M
5
IGLB icon
iShares 10+ Year Investment Grade Corporate Bond ETF
IGLB
+$2.26M

Top Sells

Rank Stock Value
1
SPIB icon
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$4.38M
2
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$3.34M
3
SPLB icon
State Street SPDR Portfolio Long Term Corporate Bond ETF
SPLB
+$3.2M
4
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
+$2.63M
5
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$1.96M

Sector Composition

Rank Sector Weight
1 Technology 5.38%
2 Financials 4.05%
3 Healthcare 3.55%
4 Consumer Staples 3.4%
5 Industrials 3.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DELL icon
476
Dell
DELL
$240B
$5K ﹤0.01%
110
– –
EBAY icon
477
eBay
EBAY
$51.4B
$5K ﹤0.01%
88
-1
-1% -$58
EDC icon
478
Direxion Daily MSCI Emerging Markets Bull 3X ETF
EDC
$132M
$5K ﹤0.01%
+55
New +$5.99K
EDD
479
Morgan Stanley Emerging Markets Domestic Debt Fund
EDD
$373M
$5K ﹤0.01%
772
+13
+2% +$79
ESGD icon
480
iShares ESG Aware MSCI EAFE ETF
ESGD
$11.7B
$5K ﹤0.01%
67
– –
EXC icon
481
Exelon
EXC
$48.4B
$5K ﹤0.01%
153
+2
+1% +$60
FTSL icon
482
First Trust Senior Loan Fund ETF
FTSL
$2.32B
$5K ﹤0.01%
106
+1
+1% +$48
B
483
Barrick Mining
B
$59.9B
$5K ﹤0.01%
277
-128
-32% -$2.76K
GRWG icon
484
GrowGeneration
GRWG
$85.9M
$5K ﹤0.01%
+100
New +$4.99K
GVA icon
485
Granite Construction
GVA
$5.1B
$5K ﹤0.01%
116
– –
HRL icon
486
Hormel Foods
HRL
$14.3B
$5K ﹤0.01%
100
– –
IJS icon
487
iShares S&P Small-Cap 600 Value ETF
IJS
$8.14B
$5K ﹤0.01%
+50
New +$4.73K
KNDI
488
Kandi Technologies Group
KNDI
$62.9M
$5K ﹤0.01%
860
– –
LAZR
489
DELISTED
Luminar Technologies
LAZR
$5K ﹤0.01%
13
+6
+86% +$2.71K
LX
490
LexinFintech Holdings
LX
$247M
$5K ﹤0.01%
500
– –
MRTN icon
491
Marten Transport
MRTN
$1.23B
$5K ﹤0.01%
323
– –
SUSA icon
492
iShares ESG Optimized MSCI USA ETF
SUSA
$3.97B
$5K ﹤0.01%
52
– –
SYNA icon
493
Synaptics
SYNA
$4.14B
$5K ﹤0.01%
+40
New +$4.87K
TLRY icon
494
Tilray
TLRY
$472M
$5K ﹤0.01%
+20
New +$4.69K
CORE
495
DELISTED
Core Mark Holding Co., Inc.
CORE
$5K ﹤0.01%
121
+1
+0.8% +$35
AMC icon
496
AMC Entertainment Holdings
AMC
$2.35B
$4K ﹤0.01%
+40
New +$3.06K
AZO icon
497
AutoZone
AZO
$51.4B
$4K ﹤0.01%
3
– –
BUD icon
498
AB InBev
BUD
$163B
$4K ﹤0.01%
62
– –
CRWD icon
499
CrowdStrike
CRWD
$183B
$4K ﹤0.01%
80
– –
DNP icon
500
DNP Select Income Fund
DNP
$4.16B
$4K ﹤0.01%
400
– –
18 19
20
21 22

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ACA
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SW
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AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return
PWA
Principia Wealth Advisory Dallas, Texas $160M AUM 37.01% 1-Year Est. Return
CNFG
Creegan & Nassoura Financial Group Portsmouth, New Hampshire $154M AUM 17.18% 1-Year Est. Return
USWG
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PW
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SA
Sage Advisors Boulder, Colorado $151M AUM 6.91% 1-Year Est. Return

Clearview Wealth Advisors's Q1 2021 Portfolio in Review

As of Q1 2021, Clearview Wealth Advisors held 664 positions worth $154M, up 3.5% from $149M the previous quarter. Its ten largest holdings account for 39% of the portfolio.

Clearview Wealth Advisors's Q1 2021 filing shows 69 new, 205 increased, 99 reduced and 29 closed positions. Its largest new stake was Schwab 1-5 Year Corporate Bond ETF: 285,382 shares worth $7.27M. The largest sale was State Street SPDR Portfolio Intermediate Term Corporate Bond ETF, an estimated $4.38M.

By sector, the portfolio is most concentrated in Technology at 5.4% of assets, up from 5.3% a quarter earlier, followed by Financials and Healthcare.

  • Clearview Wealth Advisors's largest Q1 2021 buy was Schwab 1-5 Year Corporate Bond ETF: 285,382 shares worth $7.27M.
  • Clearview Wealth Advisors added most to iShares US Treasury Bond ETF in Q1 2021, an estimated $3.42M increase.
  • Clearview Wealth Advisors's biggest Q1 2021 reduction was State Street SPDR Portfolio Intermediate Term Corporate Bond ETF, cutting an estimated $4.38M.
  • Clearview Wealth Advisors fully exited Schwab Intermediately-Term US Treasury ETF in Q1 2021, selling an estimated $662K.
  • Clearview Wealth Advisors's ten largest holdings make up 39% of its $154M portfolio in Q1 2021.
  • Clearview Wealth Advisors opened 69 new positions and closed 29 in Q1 2021.
  • Clearview Wealth Advisors's portfolio value rose 3.5% quarter-over-quarter to $154M.

Based on Clearview Wealth Advisors's 13F filing for Q1 2021, filed 26 Apr 2021.