Clearview Wealth Advisors Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Schwab 1-5 Year Corporate Bond ETF
SCHJ
|
+$7.3M |
| 2 |
iShares MSCI EAFE Value ETF
EFV
|
+$4.13M |
| 3 |
Schwab 5-10 Year Corporate Bond ETF
SCHI
|
+$3.44M |
| 4 |
iShares US Treasury Bond ETF
GOVT
|
+$3.42M |
| 5 |
iShares 10+ Year Investment Grade Corporate Bond ETF
IGLB
|
+$2.26M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
|
+$4.38M |
| 2 |
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
|
+$3.34M |
| 3 |
State Street SPDR Portfolio Long Term Corporate Bond ETF
SPLB
|
+$3.2M |
| 4 |
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
|
+$2.63M |
| 5 |
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% |
Similar funds
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.