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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
+4.68%
1 Year Est. Return
+14.25%
3 Year Est. Return
+45.19%
5 Year Est. Return
+48.56%
10 Year Est. Return
–
AUM
$162M
AUM Growth
+$7.82M
(+5.1%)
Cap. Flow
+$1.34M
Cap. Flow
% of AUM
0.83%
Top 10 Holdings %
Top 10 Hldgs %
38.73%
Holding
699
New
63
Increased
191
Reduced
136
Closed
30
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Core Universal USD Bond ETF
IUSB
|
+$2.92M |
| 2 |
iShares Global Financials ETF
IXG
|
+$2.1M |
| 3 |
iShares GSCI Commodity Dynamic Roll Strategy ETF
COMT
|
+$2.07M |
| 4 |
Schwab 1-5 Year Corporate Bond ETF
SCHJ
|
+$1.41M |
| 5 |
Invesco Variable Rate Preferred ETF
VRP
|
+$1.01M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Schwab 5-10 Year Corporate Bond ETF
SCHI
|
+$3.38M |
| 2 |
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
|
+$1.62M |
| 3 |
Quadratic Interest Rate Volatility and Inflation Hedge ETF
IVOL
|
+$944K |
| 4 |
iShares US Medical Devices ETF
IHI
|
+$944K |
| 5 |
Janus Henderson Short Duration Income ETF
VNLA
|
+$943K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 5.72% |
| 2 | Financials | 4.31% |
| 3 | Healthcare | 3.55% |
| 4 | Consumer Staples | 3.42% |
| 5 | Industrials | 2.92% |
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Clearview Wealth Advisors's Q2 2021 Portfolio in Review
As of Q2 2021, Clearview Wealth Advisors held 699 positions worth $162M, up 5.1% from $154M the previous quarter. Its ten largest holdings account for 39% of the portfolio.
Clearview Wealth Advisors's Q2 2021 filing shows 63 new, 191 increased, 136 reduced and 30 closed positions. Its largest new stake was iShares Core Universal USD Bond ETF: 54,981 shares worth $2.94M. The largest sale was Schwab 5-10 Year Corporate Bond ETF, an estimated $3.38M.
By sector, the portfolio is most concentrated in Technology at 5.7% of assets, up from 5.4% a quarter earlier, followed by Financials and Healthcare.
- Clearview Wealth Advisors's largest Q2 2021 buy was iShares Core Universal USD Bond ETF: 54,981 shares worth $2.94M.
- Clearview Wealth Advisors added most to Schwab 1-5 Year Corporate Bond ETF in Q2 2021, an estimated $1.41M increase.
- Clearview Wealth Advisors's biggest Q2 2021 reduction was Schwab 5-10 Year Corporate Bond ETF, cutting an estimated $3.38M.
- Clearview Wealth Advisors fully exited Quadratic Interest Rate Volatility and Inflation Hedge ETF in Q2 2021, selling an estimated $944K.
- Clearview Wealth Advisors's ten largest holdings make up 39% of its $162M portfolio in Q2 2021.
- Clearview Wealth Advisors opened 63 new positions and closed 30 in Q2 2021.
- Clearview Wealth Advisors's portfolio value rose 5.1% quarter-over-quarter to $162M.
Based on Clearview Wealth Advisors's 13F filing for Q2 2021, filed 30 Jul 2021.