Clearview Wealth Advisors Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
State Street SPDR Bloomberg International Corporate Bond ETF
IBND
|
+$2.4M |
| 2 |
State Street SPDR Bloomberg High Yield Bond ETF
JNK
|
+$2.38M |
| 3 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$907K |
| 4 |
RPM International
RPM
|
+$878K |
| 5 |
AMN Healthcare
AMN
|
+$847K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
|
+$2.63M |
| 2 |
iShares Core US Aggregate Bond ETF
AGG
|
+$2.31M |
| 3 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
+$2.28M |
| 4 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$1.56M |
| 5 |
iShares ESG Aware MSCI USA ETF
ESGU
|
+$994K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 11.81% |
| 2 | Healthcare | 8.54% |
| 3 | Consumer Staples | 8.11% |
| 4 | Industrials | 7.83% |
| 5 | Energy | 3.83% |
Similar funds
Clearview Wealth Advisors's Q3 2023 Portfolio in Review
As of Q3 2023, Clearview Wealth Advisors held 699 positions worth $80.8M, down 18% from $98.4M the previous quarter. Its ten largest holdings account for 30% of the portfolio.
Clearview Wealth Advisors withdrew a net $13.8M in Q3 2023, closing 583 positions and reducing 63 holdings. Its most notable exit was State Street SPDR Portfolio Short Term Corporate Bond ETF, an estimated $2.63M position sold in full.
By sector, the portfolio is most concentrated in Technology at 12% of assets, up from 11% a quarter earlier, followed by Healthcare and Consumer Staples.
Against the trend, Clearview Wealth Advisors opened a new position in State Street SPDR Bloomberg International Corporate Bond ETF worth $2.3M.
- Clearview Wealth Advisors's largest Q3 2023 buy was State Street SPDR Bloomberg International Corporate Bond ETF: 84,670 shares worth $2.3M.
- Clearview Wealth Advisors added most to State Street SPDR Bloomberg High Yield Bond ETF in Q3 2023, an estimated $2.38M increase.
- Clearview Wealth Advisors's biggest Q3 2023 reduction was iShares 20+ Year Treasury Bond ETF, cutting an estimated $1.56M.
- Clearview Wealth Advisors fully exited State Street SPDR Portfolio Short Term Corporate Bond ETF in Q3 2023, selling an estimated $2.63M.
- Clearview Wealth Advisors's ten largest holdings make up 30% of its $80.8M portfolio in Q3 2023.
- Clearview Wealth Advisors opened 14 new positions and closed 583 in Q3 2023.
- Clearview Wealth Advisors's portfolio value fell 18% quarter-over-quarter to $80.8M.
Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.