Clearview Wealth Advisors Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Schwab US Aggregate Bond ETF
SCHZ
|
+$8.81M |
| 2 |
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
|
+$6.82M |
| 3 |
Schwab US Dividend Equity ETF
SCHD
|
+$3.64M |
| 4 |
iShares ESG Aware MSCI USA ETF
ESGU
|
+$3.17M |
| 5 |
iShares US Treasury Bond ETF
GOVT
|
+$1.93M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Schwab 1-5 Year Corporate Bond ETF
SCHJ
|
+$3.98M |
| 2 |
USFR
WisdomTree Bloomberg Floating Rate Treasury Fund
USFR
|
+$2.9M |
| 3 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
+$1.51M |
| 4 |
Schwab US TIPS ETF
SCHP
|
+$1.37M |
| 5 |
Invesco S&P 500 Low Volatility ETF
SPLV
|
+$1.36M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 4.91% |
| 2 | Healthcare | 4.13% |
| 3 | Financials | 4.11% |
| 4 | Industrials | 3.15% |
| 5 | Consumer Staples | 3.01% |
Similar funds
Clearview Wealth Advisors's Q1 2022 Portfolio in Review
As of Q1 2022, Clearview Wealth Advisors held 726 positions worth $152M, down 7.2% from $164M the previous quarter. Its ten largest holdings account for 50% of the portfolio.
Clearview Wealth Advisors withdrew a net $6.01M in Q1 2022, closing 87 positions and reducing 211 holdings. Its most notable exit was WisdomTree Bloomberg Floating Rate Treasury Fund, an estimated $2.9M position sold in full.
By sector, the portfolio is most concentrated in Technology at 4.9% of assets, down from 6.4% a quarter earlier, followed by Healthcare and Financials.
Against the trend, Clearview Wealth Advisors opened a new position in Schwab US Aggregate Bond ETF worth $8.58M.
- Clearview Wealth Advisors's largest Q1 2022 buy was Schwab US Aggregate Bond ETF: 339,238 shares worth $8.58M.
- Clearview Wealth Advisors added most to State Street SPDR Portfolio S&P 500 ETF in Q1 2022, an estimated $6.82M increase.
- Clearview Wealth Advisors's biggest Q1 2022 reduction was Schwab 1-5 Year Corporate Bond ETF, cutting an estimated $3.98M.
- Clearview Wealth Advisors fully exited WisdomTree Bloomberg Floating Rate Treasury Fund in Q1 2022, selling an estimated $2.9M.
- Clearview Wealth Advisors's ten largest holdings make up 50% of its $152M portfolio in Q1 2022.
- Clearview Wealth Advisors opened 39 new positions and closed 87 in Q1 2022.
- Clearview Wealth Advisors's portfolio value fell 7.2% quarter-over-quarter to $152M.
Based on Clearview Wealth Advisors's 13F filing for Q1 2022, filed 29 Apr 2022.