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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
VHT icon
551
Vanguard Health Care ETF
VHT
$19B
$1K ﹤0.01%
+3
New +$641
VOO icon
552
Vanguard S&P 500 ETF
VOO
$1.03T
$1K ﹤0.01%
+3
New +$978
VYM icon
553
Vanguard High Dividend Yield ETF
VYM
$81.1B
$1K ﹤0.01%
+10
New +$869
WBA
554
DELISTED
Walgreens Boots Alliance
WBA
$1K ﹤0.01%
+25
New +$968
XRX icon
555
Xerox
XRX
$457M
$1K ﹤0.01%
+33
New +$698
GPUS
556
Hyperscale Data Inc
GPUS
$25.1M
– –
0
– –
FLG
557
Flagstar Bank National Association
FLG
$5.22B
$1K ﹤0.01%
+35
New +$966
HEXO
558
DELISTED
HEXO Corp. Common Shares
HEXO
$1K ﹤0.01%
+18
New +$852
FMO
559
DELISTED
Fiduciary/Claymore Energy Infrastructure Fund
FMO
$1K ﹤0.01%
+140
New +$961
ADMS
560
DELISTED
Adamas Pharmaceuticals
ADMS
$1K ﹤0.01%
+300
New +$1.28K
APHA
561
DELISTED
Aphria Inc. Common Shares
APHA
$1K ﹤0.01%
+100
New +$624
ORBC
562
DELISTED
ORBCOMM, Inc.
ORBC
$1K ﹤0.01%
+140
New +$756
AIG icon
563
American International
AIG
$39.8B
$0 ﹤0.01%
+1
New +$35
AVAV icon
564
AeroVironment
AVAV
$7.95B
$0 ﹤0.01%
+3
New +$241
AX icon
565
Axos Financial
AX
$5.25B
$0 ﹤0.01%
+5
New +$158
BATRA icon
566
Atlanta Braves Holdings Series A
BATRA
$3.59B
$0 ﹤0.01%
+10
New +$238
CMCL icon
567
Caledonia Mining Corp
CMCL
$467M
$0 ﹤0.01%
+20
New +$331
CNDT icon
568
Conduent
CNDT
$252M
$0 ﹤0.01%
+26
New +$109
COLB icon
569
Columbia Banking Systems
COLB
$8.41B
$0 ﹤0.01%
+10
New +$310
CWH icon
570
Camping World
CWH
$355M
$0 ﹤0.01%
+5
New +$146
DNOW icon
571
DNOW Inc
DNOW
$2.82B
$0 ﹤0.01%
+25
New +$141
DXC icon
572
DXC Technology
DXC
$1.85B
$0 ﹤0.01%
+8
New +$171
FIBK icon
573
First Interstate BancSystem
FIBK
$3.52B
$0 ﹤0.01%
+6
New +$228
FLGT icon
574
Fulgent Genetics
FLGT
$595M
$0 ﹤0.01%
+5
New +$209
FWDI
575
Forward Industries Inc
FWDI
$444M
$0 ﹤0.01%
+10
New +$167
20 21 22
23
24

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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.