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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
+7.64%
1 Year Est. Return
+14.25%
3 Year Est. Return
+45.19%
5 Year Est. Return
+48.56%
10 Year Est. Return
–
AUM
$149M
AUM Growth
–
Cap. Flow
+$144M
Cap. Flow %
96.83%
Top 10 Hldgs %
40.28%
Holding
595
New
593
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$11M
2
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$8.52M
3
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$8.4M
4
SPIB icon
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$5.44M
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$5.4M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Miscellaneous 75.23%
2 Technology 5.34%
3 Consumer Staples 3.62%
4 Financials 3.54%
5 Healthcare 3.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BNTX icon
501
BioNTech
BNTX
$24.1B
$2K ﹤0.01%
+20
New +$1.96K
CHTR icon
502
Charter Communications
CHTR
$15.5B
$2K ﹤0.01%
+3
New +$1.91K
DDOG icon
503
Datadog
DDOG
$82.9B
$2K ﹤0.01%
+24
New +$2.4K
DMRC icon
504
Digimarc Corp
DMRC
$111M
$2K ﹤0.01%
+50
New +$1.96K
DOV icon
505
Dover
DOV
$25.4B
$2K ﹤0.01%
+16
New +$1.9K
EAGG icon
506
iShares ESG Aware US Aggregate Bond ETF
EAGG
$5.01B
$2K ﹤0.01%
+35
New +$1.97K
EEFT icon
507
Euronet Worldwide
EEFT
$2.58B
$2K ﹤0.01%
+15
New +$1.75K
EWW icon
508
iShares MSCI Mexico ETF
EWW
$1.68B
$2K ﹤0.01%
+45
New +$1.75K
GLW icon
509
Corning
GLW
$124B
$2K ﹤0.01%
+60
New +$2.13K
JEF icon
510
Jefferies Financial Group
JEF
$10.9B
$2K ﹤0.01%
+106
New +$2.22K
MELI icon
511
Mercado Libre
MELI
$93.3B
$2K ﹤0.01%
+1
New +$1.41K
NRG icon
512
NRG Energy
NRG
$22.6B
$2K ﹤0.01%
+41
New +$1.35K
PIPR icon
513
Piper Sandler
PIPR
$5.04B
$2K ﹤0.01%
+60
New +$1.36K
UBER icon
514
Uber
UBER
$145B
$2K ﹤0.01%
+38
New +$1.7K
VEEV icon
515
Veeva Systems
VEEV
$42.9B
$2K ﹤0.01%
+6
New +$1.68K
VOD icon
516
Vodafone
VOD
$40.4B
$2K ﹤0.01%
+117
New +$1.83K
ZBH icon
517
Zimmer Biomet
ZBH
$18.5B
$2K ﹤0.01%
+10
New +$1.41K
FEN
518
DELISTED
First Trust Energy Income and Growth Fund
FEN
$2K ﹤0.01%
+176
New +$1.82K
KMF
519
DELISTED
Kayne Anderson NextGen Energy & Infrastructure, Inc.
KMF
$2K ﹤0.01%
+400
New +$2K
ZEN
520
DELISTED
ZENDESK INC
ZEN
$2K ﹤0.01%
+11
New +$1.36K
RDS.B
521
DELISTED
Royal Dutch Shell PLC ADS Class B
RDS.B
$2K ﹤0.01%
+70
New +$2.08K
MXIM
522
DELISTED
Maxim Integrated Products
MXIM
$2K ﹤0.01%
+23
New +$1.81K
ALXN
523
DELISTED
Alexion Pharmaceuticals
ALXN
$2K ﹤0.01%
+14
New +$1.8K
ACB
524
Aurora Cannabis
ACB
$242M
$1K ﹤0.01%
+8
New +$583
ATI icon
525
ATI
ATI
$25.8B
$1K ﹤0.01%
+50
New +$635
19 20
21
22 23

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EECFX
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Clearview Wealth Advisors's Q4 2020 Portfolio in Review

Q4 2020 is the first quarter with a 13F filing on record for Clearview Wealth Advisors, which disclosed 595 positions worth $149M. Its ten largest holdings account for 40% of the portfolio.

Its largest position is iShares ESG Aware MSCI USA ETF: 134,922 shares worth $11.6M.

By sector, the portfolio is most concentrated in Miscellaneous at 75% of assets, followed by Technology and Consumer Staples.

  • Clearview Wealth Advisors's largest Q4 2020 buy was iShares ESG Aware MSCI USA ETF: 134,922 shares worth $11.6M.
  • Clearview Wealth Advisors's ten largest holdings make up 40% of its $149M portfolio in Q4 2020.
  • Clearview Wealth Advisors disclosed 595 positions in Q4 2020, its first 13F filing on record.

Based on Clearview Wealth Advisors's 13F filing for Q4 2020, filed 21 Jan 2021.