CWA

Clearview Wealth Advisors Portfolio holdings

AUM $144M
This Quarter Return
+3.64%
1 Year Return
+11.7%
3 Year Return
+39.05%
5 Year Return
–
10 Year Return
–
AUM
$154M
AUM Growth
+$5.23M
Cap. Flow
+$1.61M
Cap. Flow %
1.05%
Top 10 Hldgs %
38.57%
Holding
664
New
69
Increased
205
Reduced
99
Closed
29

Top Buys

1
SCHJ icon
Schwab 1-5 Year Corporate Bond ETF
SCHJ
$7.27M
2
EFV icon
iShares MSCI EAFE Value ETF
EFV
$4.23M
3
SCHI icon
Schwab 5-10 Year Corporate Bond ETF
SCHI
$3.36M
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
$3.35M
5
IGLB icon
iShares 10+ Year Investment Grade Corporate Bond ETF
IGLB
$2.19M

Top Sells

1
SPIB icon
SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$4.33M
2
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$3.32M
3
SPLB icon
SPDR Portfolio Long Term Corporate Bond ETF
SPLB
$3.1M
4
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$2.64M
5
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
$2M

Sector Composition

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 Shares
Change % 		Capital Flow
RVTY icon
551
Revvity
RVTY
$9.68B
$2K ﹤0.01%
+16
New +$2K
SCHQ icon
552
Schwab Long-Term US Treasury ETF
SCHQ
$860M
$2K ﹤0.01%
+39
New +$2K
UBER icon
553
Uber
UBER
$194B
$2K ﹤0.01%
38
– –
VEEV icon
554
Veeva Systems
VEEV
$44.4B
$2K ﹤0.01%
6
– –
VOD icon
555
Vodafone
VOD
$28.2B
$2K ﹤0.01%
117
– –
ZBH icon
556
Zimmer Biomet
ZBH
$20.8B
$2K ﹤0.01%
10
– –
ASTR
557
DELISTED
Astra Space, Inc. Class A Common Stock
ASTR
$2K ﹤0.01%
+11
New +$2K
FEN
558
DELISTED
First Trust Energy Income and Growth Fund
FEN
$2K ﹤0.01%
180
+4
+2% +$44
NVTA
559
DELISTED
Invitae Corporation
NVTA
$2K ﹤0.01%
+50
New +$2K
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 +$2K
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 +$2K
ALXN
564
DELISTED
Alexion Pharmaceuticals Inc
ALXN
$2K ﹤0.01%
14
– –
ATI icon
565
ATI
ATI
$10.5B
$1K ﹤0.01%
50
– –
AVUV icon
566
Avantis US Small Cap Value ETF
AVUV
$18.1B
$1K ﹤0.01%
+14
New +$1K
BCS icon
567
Barclays
BCS
$69B
$1K ﹤0.01%
110
– –
BYND icon
568
Beyond Meat
BYND
$178M
$1K ﹤0.01%
+10
New +$1K
CHGG icon
569
Chegg
CHGG
$173M
$1K ﹤0.01%
10
– –
CLNE icon
570
Clean Energy Fuels
CLNE
$548M
$1K ﹤0.01%
100
– –
CRON
571
Cronos Group
CRON
$969M
$1K ﹤0.01%
100
– –
CVS icon
572
CVS Health
CVS
$93B
$1K ﹤0.01%
+15
New +$1K
DMRC icon
573
Digimarc
DMRC
$171M
$1K ﹤0.01%
50
– –
DRIV icon
574
Global X Autonomous & Electric Vehicles ETF
DRIV
$332M
$1K ﹤0.01%
+50
New +$1K
DSTL icon
575
Distillate US Fundamental Stability & Value ETF
DSTL
$1.81B
$1K ﹤0.01%
+30
New +$1K
21 22
23
24 25