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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
RVTY icon
551
Revvity
RVTY
$12.1B
$2K ﹤0.01%
+16
New +$2.22K
SCHQ
552
Schwab Long-Term US Treasury ETF
SCHQ
$805M
$2K ﹤0.01%
+39
New +$1.97K
UBER icon
553
Uber
UBER
$139B
$2K ﹤0.01%
38
– –
VEEV icon
554
Veeva Systems
VEEV
$31.6B
$2K ﹤0.01%
6
– –
VOD icon
555
Vodafone
VOD
$36.4B
$2K ﹤0.01%
117
– –
ZBH icon
556
Zimmer Biomet
ZBH
$17.8B
$2K ﹤0.01%
10
– –
ASTR
557
DELISTED
Astra Space, Inc. Class A Common Stock
ASTR
$2K ﹤0.01%
+11
New +$2.27K
FEN
558
DELISTED
First Trust Energy Income and Growth Fund
FEN
$2K ﹤0.01%
180
+4
+2% +$49
NVTA
559
DELISTED
Invitae Corporation
NVTA
$2K ﹤0.01%
+50
New +$2.27K
HEXO
560
DELISTED
HEXO Corp. Common Shares
HEXO
$2K ﹤0.01%
18
– –
ATCX
561
DELISTED
Atlas Technical Consultants, Inc. Class A Common Stock
ATCX
$2K ﹤0.01%
+200
New +$1.89K
MXIM
562
DELISTED
Maxim Integrated Products
MXIM
$2K ﹤0.01%
23
– –
NEBC
563
DELISTED
Nebula Caravel Acquisition Corp. Class A Common Stock
NEBC
$2K ﹤0.01%
+200
New +$2.06K
ALXN
564
DELISTED
Alexion Pharmaceuticals
ALXN
$2K ﹤0.01%
14
– –
ATI icon
565
ATI
ATI
$26.3B
$1K ﹤0.01%
50
– –
AVUV icon
566
Avantis US Small Cap Value ETF
AVUV
$30.3B
$1K ﹤0.01%
+14
New +$938
BCS icon
567
Barclays
BCS
$96.3B
$1K ﹤0.01%
110
– –
BYND icon
568
Beyond Meat
BYND
$283M
$1K ﹤0.01%
+10
New +$1.47K
CHGG icon
569
Chegg
CHGG
$110M
$1K ﹤0.01%
10
– –
CLNE icon
570
Clean Energy Fuels
CLNE
$432M
$1K ﹤0.01%
100
– –
CRON
571
Cronos Group
CRON
$1.07B
$1K ﹤0.01%
100
– –
CVS icon
572
CVS Health
CVS
$137B
$1K ﹤0.01%
+15
New +$1.09K
DMRC icon
573
Digimarc Corp
DMRC
$137M
$1K ﹤0.01%
50
– –
DRIV icon
574
Global X Autonomous & Electric Vehicles ETF
DRIV
$378M
$1K ﹤0.01%
+50
New +$1.34K
DSTL icon
575
Distillate US Fundamental Stability & Value ETF
DSTL
$1.95B
$1K ﹤0.01%
+30
New +$1.13K
21 22
23
24 25

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SW
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AIMU
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PWA
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CNFG
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USWG
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PW
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SA
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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.