We are live on ! Find out more
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
AIG icon
601
American International
AIG
$42.8B
$0 ﹤0.01%
1
– –
AVAV icon
602
AeroVironment
AVAV
$7.59B
$0 ﹤0.01%
3
– –
AX icon
603
Axos Financial
AX
$5.53B
$0 ﹤0.01%
5
– –
AZN icon
604
AstraZeneca
AZN
$269B
– –
-500
Closed -$50K
BATRA icon
605
Atlanta Braves Holdings Series A
BATRA
$3.57B
$0 ﹤0.01%
10
– –
BATRK icon
606
Atlanta Braves Holdings Series B
BATRK
$3.29B
$0 ﹤0.01%
+10
New +$282
BIDU icon
607
Baidu
BIDU
$35.4B
$0 ﹤0.01%
1
-75
-99% -$19.6K
BMO icon
608
Bank of Montreal
BMO
$125B
– –
-17
Closed -$1K
BTBT icon
609
Bit Digital
BTBT
$442M
– –
-45
Closed -$1K
CAAS icon
610
China Automotive Systems
CAAS
$131M
– –
-200
Closed -$1K
CAL icon
611
Caleres
CAL
$437M
– –
-327
Closed -$5K
CMCL icon
612
Caledonia Mining Corp
CMCL
$355M
$0 ﹤0.01%
20
– –
CNDT icon
613
Conduent
CNDT
$245M
$0 ﹤0.01%
26
– –
COLB icon
614
Columbia Banking Systems
COLB
$8.8B
$0 ﹤0.01%
10
– –
CWB icon
615
State Street SPDR Bloomberg Convertible Securities ETF
CWB
$5.46B
– –
-488
Closed -$40K
CWH icon
616
Camping World
CWH
$392M
$0 ﹤0.01%
5
– –
DNOW icon
617
DNOW Inc
DNOW
$2.59B
$0 ﹤0.01%
25
– –
EDIT icon
618
Editas Medicine
EDIT
$387M
$0 ﹤0.01%
10
– –
EFAV icon
619
iShares MSCI EAFE Min Vol Factor ETF
EFAV
$5.33B
– –
-100
Closed -$7K
ELF icon
620
e.l.f. Beauty
ELF
$4.99B
– –
-43
Closed -$1K
FIBK icon
621
First Interstate BancSystem
FIBK
$3.71B
$0 ﹤0.01%
6
– –
FLGT icon
622
Fulgent Genetics
FLGT
$554M
$0 ﹤0.01%
5
– –
FWDI
623
Forward Industries Inc
FWDI
$285M
$0 ﹤0.01%
10
– –
GP
624
GreenPower Motor Co
GP
$10.5M
– –
-10
Closed -$3K
GRMN
625
Garmin
GRMN
$47.7B
$0 ﹤0.01%
3
– –
23 24
25
26 27

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.