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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
DRI icon
501
Darden Restaurants
DRI
$23.4B
$4K ﹤0.01%
+25
New +$3.29K
ETSY icon
502
Etsy
ETSY
$7.96B
$4K ﹤0.01%
20
– –
FIW icon
503
First Trust Water ETF
FIW
$1.85B
$4K ﹤0.01%
54
+1
+2% +$76
HIG icon
504
Hartford Financial Services
HIG
$38.4B
$4K ﹤0.01%
62
+1
+2% +$54
ISRG icon
505
Intuitive Surgical
ISRG
$128B
$4K ﹤0.01%
15
– –
LW icon
506
Lamb Weston
LW
$7.3B
$4K ﹤0.01%
47
– –
NET icon
507
Cloudflare
NET
$94.3B
$4K ﹤0.01%
50
– –
RGLD icon
508
Royal Gold
RGLD
$17.1B
$4K ﹤0.01%
35
+1
+3% +$107
TME icon
509
Tencent Music
TME
$15.3B
$4K ﹤0.01%
+200
New +$5.07K
TUR icon
510
iShares MSCI Turkey ETF
TUR
$203M
$4K ﹤0.01%
158
– –
VTV icon
511
Vanguard Value ETF
VTV
$189B
$4K ﹤0.01%
28
– –
WPM icon
512
Wheaton Precious Metals
WPM
$50.9B
$4K ﹤0.01%
100
– –
LORL
513
DELISTED
Loral Space and Communications, Inc.
LORL
$4K ﹤0.01%
+100
New +$3.56K
ACB
514
Aurora Cannabis
ACB
$170M
$3K ﹤0.01%
28
+20
+250% +$2.23K
ADSK icon
515
Autodesk
ADSK
$47.7B
$3K ﹤0.01%
10
– –
BLUE
516
DELISTED
bluebird bio
BLUE
$3K ﹤0.01%
+8
New +$3.94K
BWEN icon
517
Broadwind
BWEN
$112M
$3K ﹤0.01%
+500
New +$4.02K
FEMB icon
518
First Trust Emerging Markets Local Currency Bond ETF
FEMB
$355M
$3K ﹤0.01%
74
+1
+1% +$37
FVRR icon
519
Fiverr
FVRR
$398M
$3K ﹤0.01%
15
– –
GLW icon
520
Corning
GLW
$123B
$3K ﹤0.01%
60
– –
JEF icon
521
Jefferies Financial Group
JEF
$13B
$3K ﹤0.01%
106
– –
M icon
522
Macy's
M
$6.57B
$3K ﹤0.01%
+200
New +$3.05K
MCHP icon
523
Microchip Technology
MCHP
$42.3B
$3K ﹤0.01%
40
– –
PH icon
524
Parker-Hannifin
PH
$124B
$3K ﹤0.01%
10
– –
POST icon
525
Post Holdings
POST
$4.14B
$3K ﹤0.01%
49
– –
19 20
21
22 23

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 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.