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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
+8.73%
1 Year Est. Return
+14.25%
3 Year Est. Return
+45.19%
5 Year Est. Return
+48.56%
10 Year Est. Return
–
AUM
$129M
AUM Growth
+$3.26M
Cap. Flow
-$6.62M
Cap. Flow %
-5.11%
Top 10 Hldgs %
43.43%
Holding
669
New
42
Increased
134
Reduced
195
Closed
48

Top Buys

Rank Stock Value
1
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.95M
2
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$2.65M
3
ESGV icon
Vanguard ESG US Stock ETF
ESGV
+$1.8M
4
BND icon
Vanguard Total Bond Market
BND
+$1.71M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.51M

Top Sells

Rank Stock Value
1
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$4.48M
2
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$3.47M
3
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$3.22M
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$2.48M
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$1.69M

Sector Composition

Rank Sector Weight
1 Healthcare 4.77%
2 Technology 4.41%
3 Financials 4.2%
4 Industrials 3.86%
5 Consumer Staples 3.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ZUO
601
DELISTED
Zuora, Inc.
ZUO
$127 ﹤0.01%
20
– –
VEA icon
602
Vanguard FTSE Developed Markets ETF
VEA
$227B
$126 ﹤0.01%
3
– –
BYND icon
603
Beyond Meat
BYND
$283M
$123 ﹤0.01%
10
– –
BIDU icon
604
Baidu
BIDU
$35.8B
$114 ﹤0.01%
1
– –
CWH icon
605
Camping World
CWH
$389M
$112 ﹤0.01%
5
– –
HA
606
DELISTED
Hawaiian Holdings, Inc.
HA
$103 ﹤0.01%
10
– –
SOFI icon
607
SoFi Technologies
SOFI
$21.7B
$92 ﹤0.01%
+20
New +$99
EDIT icon
608
Editas Medicine
EDIT
$411M
$89 ﹤0.01%
10
– –
MRO
609
DELISTED
Marathon Oil Corporation
MRO
$81 ﹤0.01%
3
– –
ASTR
610
DELISTED
Astra Space, Inc. Class A Common Stock
ASTR
$74 ﹤0.01%
11
– –
VTRS icon
611
Viatris
VTRS
$20.5B
$67 ﹤0.01%
6
-13
-68% -$136
BB icon
612
BlackBerry
BB
$4.93B
$65 ﹤0.01%
20
-1,000
-98% -$4.44K
KHC icon
613
Kraft Heinz
KHC
$31.1B
$65 ﹤0.01%
1
-30
-97% -$1.14K
XRX icon
614
Xerox
XRX
$357M
$44 ﹤0.01%
3
– –
ALR
615
DELISTED
AlerisLife Inc
ALR
$31 ﹤0.01%
57
– –
ARKF icon
616
ARK Blockchain & Fintech Innovation ETF
ARKF
$742M
$29 ﹤0.01%
2
– –
EMAN
617
DELISTED
eMagin Corporation
EMAN
$17 ﹤0.01%
20
– –
CNDT icon
618
Conduent
CNDT
$234M
$8 ﹤0.01%
2
– –
FUV
619
DELISTED
Arcimoto, Inc. Common Stock
FUV
$3 ﹤0.01%
+1
New +$11
AFRM icon
620
Affirm
AFRM
$24.5B
– –
-100
Closed -$2K
AGG icon
621
iShares Core US Aggregate Bond ETF
AGG
$138B
– –
-86
Closed -$8K
ANY icon
622
Sphere 3D
ANY
$14.9M
– –
-3
Closed –
BBY icon
623
Best Buy
BBY
$18.6B
– –
-50
Closed -$3.68K
CVNA icon
624
Carvana
CVNA
$45.9B
– –
-50
Closed –
DXC icon
625
DXC Technology
DXC
$1.68B
– –
-8
Closed –
23 24
25
26 27

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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 Q4 2022 Portfolio in Review

As of Q4 2022, Clearview Wealth Advisors held 669 positions worth $129M, up 2.6% from $126M the previous quarter. Its ten largest holdings account for 43% of the portfolio.

Clearview Wealth Advisors withdrew a net $6.62M in Q4 2022, closing 48 positions and reducing 195 holdings. Its most notable exit was State Street SPDR Portfolio Intermediate Term Corporate Bond ETF, an estimated $251K position sold in full.

By sector, the portfolio is most concentrated in Healthcare at 4.8% of assets, up from 4.3% a quarter earlier, followed by Technology and Financials.

Against the trend, Clearview Wealth Advisors opened a new position in Vanguard ESG US Stock ETF worth $1.78M.

  • Clearview Wealth Advisors's largest Q4 2022 buy was Vanguard ESG US Stock ETF: 27,049 shares worth $1.78M.
  • Clearview Wealth Advisors added most to Vanguard S&P 500 ETF in Q4 2022, an estimated $2.95M increase.
  • Clearview Wealth Advisors's biggest Q4 2022 reduction was iShares US Treasury Bond ETF, cutting an estimated $4.48M.
  • Clearview Wealth Advisors fully exited State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2022, selling an estimated $251K.
  • Clearview Wealth Advisors's ten largest holdings make up 43% of its $129M portfolio in Q4 2022.
  • Clearview Wealth Advisors opened 42 new positions and closed 48 in Q4 2022.
  • Clearview Wealth Advisors's portfolio value rose 2.6% quarter-over-quarter to $129M.

Based on Clearview Wealth Advisors's 13F filing for Q4 2022, filed 31 Jan 2023.