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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
-10.71%
1 Year Est. Return
+14.25%
3 Year Est. Return
+45.19%
5 Year Est. Return
+48.56%
10 Year Est. Return
–
AUM
$133M
AUM Growth
-$18.8M
Cap. Flow
-$981K
Cap. Flow %
-0.73%
Top 10 Hldgs %
51.84%
Holding
675
New
37
Increased
170
Reduced
168
Closed
42

Top Buys

Rank Stock Value
1
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$11M
2
EELV icon
Invesco S&P Emerging Markets Low Volatility ETF
EELV
+$2.52M
3
HDV
iShares Core High Dividend ETF
HDV
+$1.5M
4
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$1.15M
5
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$1.13M

Top Sells

Rank Stock Value
1
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$2.48M
2
XSOE icon
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
+$2M
3
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$1.83M
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$1.62M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$1.47M

Sector Composition

Rank Sector Weight
1 Healthcare 4.78%
2 Technology 4.5%
3 Financials 4.01%
4 Industrials 3.41%
5 Consumer Staples 3.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ANY icon
576
Sphere 3D
ANY
$14.6M
$0 ﹤0.01%
3
– –
APA icon
577
APA Corp
APA
$12.8B
– –
-30
Closed -$1K
ARKF icon
578
ARK Blockchain & Fintech Innovation ETF
ARKF
$718M
$0 ﹤0.01%
2
– –
AVAV icon
579
AeroVironment
AVAV
$7.57B
$0 ﹤0.01%
3
– –
AX icon
580
Axos Financial
AX
$5.45B
$0 ﹤0.01%
5
– –
BABA icon
581
Alibaba
BABA
$269B
$0 ﹤0.01%
1
– –
BIDU icon
582
Baidu
BIDU
$35.8B
$0 ﹤0.01%
1
– –
BYND icon
583
Beyond Meat
BYND
$288M
$0 ﹤0.01%
10
– –
CGC
584
Canopy Growth
CGC
$375M
$0 ﹤0.01%
17
– –
CHGG icon
585
Chegg
CHGG
$108M
$0 ﹤0.01%
10
– –
CMCL icon
586
Caledonia Mining Corp
CMCL
$360M
$0 ﹤0.01%
20
– –
CNDT icon
587
Conduent
CNDT
$230M
$0 ﹤0.01%
2
– –
COLB icon
588
Columbia Banking Systems
COLB
$8.81B
$0 ﹤0.01%
11
– –
CRNT icon
589
Ceragon Networks
CRNT
$194M
$0 ﹤0.01%
100
– –
CVNA icon
590
Carvana
CVNA
$43.3B
$0 ﹤0.01%
50
-150
-75% -$1.58K
CWH icon
591
Camping World
CWH
$363M
$0 ﹤0.01%
5
– –
HELP
592
Cybin Inc
HELP
$472M
$0 ﹤0.01%
13
– –
DIVO icon
593
Amplify CWP Enhanced Dividend Income ETF
DIVO
$7.41B
– –
-280
Closed -$10K
DRIV icon
594
Global X Autonomous & Electric Vehicles ETF
DRIV
$378M
– –
-70
Closed -$2K
DTM icon
595
DT Midstream
DTM
$14.9B
$0 ﹤0.01%
4
-29
-88% -$1.58K
DVN icon
596
Devon Energy
DVN
$51.9B
– –
-26
Closed -$1.7K
DXCM icon
597
DexCom
DXCM
$27.6B
– –
-16
Closed -$1.46K
DXC icon
598
DXC Technology
DXC
$1.63B
$0 ﹤0.01%
8
– –
EDIT icon
599
Editas Medicine
EDIT
$399M
$0 ﹤0.01%
10
– –
EIX icon
600
Edison International
EIX
$30.7B
– –
-169
Closed -$12K
22 23
24
25 26

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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 Q2 2022 Portfolio in Review

As of Q2 2022, Clearview Wealth Advisors held 675 positions worth $133M, down 12% from $152M the previous quarter. Its ten largest holdings account for 52% of the portfolio.

Clearview Wealth Advisors's Q2 2022 filing shows 37 new, 170 increased, 168 reduced and 42 closed positions. Its largest new stake was Invesco S&P Emerging Markets Low Volatility ETF: 101,566 shares worth $2.36M. The largest sale was iShares ESG Aware MSCI USA ETF, an estimated $2.48M.

By sector, the portfolio is most concentrated in Healthcare at 4.8% of assets, up from 4.1% a quarter earlier, followed by Technology and Financials.

  • Clearview Wealth Advisors's largest Q2 2022 buy was Invesco S&P Emerging Markets Low Volatility ETF: 101,566 shares worth $2.36M.
  • Clearview Wealth Advisors added most to Schwab US Dividend Equity ETF in Q2 2022, an estimated $11M increase.
  • Clearview Wealth Advisors's biggest Q2 2022 reduction was iShares ESG Aware MSCI USA ETF, cutting an estimated $2.48M.
  • Clearview Wealth Advisors fully exited People's United Financial Inc in Q2 2022, selling an estimated $94K.
  • Clearview Wealth Advisors's ten largest holdings make up 52% of its $133M portfolio in Q2 2022.
  • Clearview Wealth Advisors opened 37 new positions and closed 42 in Q2 2022.
  • Clearview Wealth Advisors's portfolio value fell 12% quarter-over-quarter to $133M.

Based on Clearview Wealth Advisors's 13F filing for Q2 2022, filed 5 Aug 2022.