We are live on ! Find out more
CWA

Clearview Wealth Advisors Portfolio holdings

AUM $158M
1-Year Est. Return 14.25%
This Fund
S&P 500
This Quarter Est. Return
-10.71%
1 Year Est. Return
+14.25%
3 Year Est. Return
+45.19%
5 Year Est. Return
+48.56%
10 Year Est. Return
–
AUM
$133M
AUM Growth
-$18.8M
Cap. Flow
-$981K
Cap. Flow %
-0.73%
Top 10 Hldgs %
51.84%
Holding
675
New
37
Increased
170
Reduced
168
Closed
42

Top Buys

Rank Stock Value
1
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$11M
2
EELV icon
Invesco S&P Emerging Markets Low Volatility ETF
EELV
+$2.52M
3
HDV
iShares Core High Dividend ETF
HDV
+$1.5M
4
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$1.15M
5
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$1.13M

Top Sells

Rank Stock Value
1
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$2.48M
2
XSOE icon
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
+$2M
3
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$1.83M
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$1.62M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$1.47M

Sector Composition

Rank Sector Weight
1 Healthcare 4.78%
2 Technology 4.5%
3 Financials 4.01%
4 Industrials 3.41%
5 Consumer Staples 3.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SIG icon
476
Signet Jewelers
SIG
$3.72B
$3K ﹤0.01%
+50
New +$3.26K
SIRI icon
477
SiriusXM
SIRI
$10.5B
$3K ﹤0.01%
51
– –
VIAV icon
478
Viavi Solutions
VIAV
$9.41B
$3K ﹤0.01%
200
– –
WELL icon
479
Welltower
WELL
$175B
$3K ﹤0.01%
42
– –
X
480
DELISTED
US Steel
X
$3K ﹤0.01%
185
– –
XLV icon
481
State Street Health Care Select Sector SPDR ETF
XLV
$42.2B
$3K ﹤0.01%
22
– –
ZS icon
482
Zscaler
ZS
$23.8B
$3K ﹤0.01%
20
+13
+186% +$2.3K
ADSK icon
483
Autodesk
ADSK
$47.7B
$2K ﹤0.01%
10
– –
AFRM icon
484
Affirm
AFRM
$24.5B
$2K ﹤0.01%
100
– –
ATO icon
485
Atmos Energy
ATO
$29.7B
$2K ﹤0.01%
20
-67
-77% -$7.68K
BLNK icon
486
Blink Charging
BLNK
$79.5M
$2K ﹤0.01%
100
-271
-73% -$5.08K
CELH icon
487
Celsius Holdings
CELH
$7.36B
$2K ﹤0.01%
75
-225
-75% -$4.34K
DDOG icon
488
Datadog
DDOG
$89.7B
$2K ﹤0.01%
24
– –
DTE icon
489
DTE Energy
DTE
$30.6B
$2K ﹤0.01%
16
-59
-79% -$7.7K
FCX icon
490
Freeport-McMoran
FCX
$90.2B
$2K ﹤0.01%
52
– –
FRT icon
491
Federal Realty Investment Trust
FRT
$11B
$2K ﹤0.01%
19
-88
-82% -$9.88K
HOOD icon
492
Robinhood
HOOD
$85.9B
$2K ﹤0.01%
+200
New +$1.95K
HPE icon
493
Hewlett Packard
HPE
$63.8B
$2K ﹤0.01%
115
– –
IEMG icon
494
iShares Core MSCI Emerging Markets ETF
IEMG
$150B
$2K ﹤0.01%
45
+1
+2% +$52
IRBT
495
DELISTED
iRobot
IRBT
$2K ﹤0.01%
48
– –
LUMN icon
496
Lumen
LUMN
$6.45B
$2K ﹤0.01%
192
– –
NRG icon
497
NRG Energy
NRG
$28.8B
$2K ﹤0.01%
43
– –
OPEN icon
498
Opendoor
OPEN
$3.71B
$2K ﹤0.01%
465
– –
PEG icon
499
Public Service Enterprise Group
PEG
$39.5B
$2K ﹤0.01%
35
-131
-79% -$8.91K
PFGC icon
500
Performance Food Group
PFGC
$18B
$2K ﹤0.01%
53
– –
18 19
20
21 22

Similar funds

ACA
AG Campbell Advisory Baltimore, Maryland $158M AUM
SW
Schulz Wealth Mansfield, Texas $156M AUM 13.29% 1-Year Est. Return
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
U.S. Wealth Group Woodbury, New York $152M AUM 25.45% 1-Year Est. Return
PW
Pandora Wealth Oakbrook Terrace, Illinois $165M AUM 18.5% 1-Year Est. Return
SA
Sage Advisors Boulder, Colorado $151M AUM 6.91% 1-Year Est. Return

Clearview Wealth Advisors's Q2 2022 Portfolio in Review

As of Q2 2022, Clearview Wealth Advisors held 675 positions worth $133M, down 12% from $152M the previous quarter. Its ten largest holdings account for 52% of the portfolio.

Clearview Wealth Advisors's Q2 2022 filing shows 37 new, 170 increased, 168 reduced and 42 closed positions. Its largest new stake was Invesco S&P Emerging Markets Low Volatility ETF: 101,566 shares worth $2.36M. The largest sale was iShares ESG Aware MSCI USA ETF, an estimated $2.48M.

By sector, the portfolio is most concentrated in Healthcare at 4.8% of assets, up from 4.1% a quarter earlier, followed by Technology and Financials.

  • Clearview Wealth Advisors's largest Q2 2022 buy was Invesco S&P Emerging Markets Low Volatility ETF: 101,566 shares worth $2.36M.
  • Clearview Wealth Advisors added most to Schwab US Dividend Equity ETF in Q2 2022, an estimated $11M increase.
  • Clearview Wealth Advisors's biggest Q2 2022 reduction was iShares ESG Aware MSCI USA ETF, cutting an estimated $2.48M.
  • Clearview Wealth Advisors fully exited People's United Financial Inc in Q2 2022, selling an estimated $94K.
  • Clearview Wealth Advisors's ten largest holdings make up 52% of its $133M portfolio in Q2 2022.
  • Clearview Wealth Advisors opened 37 new positions and closed 42 in Q2 2022.
  • Clearview Wealth Advisors's portfolio value fell 12% quarter-over-quarter to $133M.

Based on Clearview Wealth Advisors's 13F filing for Q2 2022, filed 5 Aug 2022.