CWA

Clearview Wealth Advisors Portfolio holdings

AUM $158M
1-Year Est. Return 14.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$158M
AUM Growth
+$1.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$1.08M
2
+$872K
3
+$797K
4
BAI
iShares A.I. Innovation and Tech Active ETF
BAI
+$704K
5
JAAA icon
Janus Henderson AAA CLO ETF
JAAA
+$489K

Top Sells

1
+$1.62M
2
+$1.02M
3
+$961K
4
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$719K
5
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$517K

Sector Composition

1 Financials 4.72%
2 Technology 3.81%
3 Industrials 1.83%
4 Consumer Staples 1.7%
5 Healthcare 1.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NVDA icon
51
NVIDIA
NVDA
$4.46T
$648K 0.41%
3,474
-660
GLD icon
52
SPDR Gold Trust
GLD
$179B
$611K 0.39%
1,542
NUE icon
53
Nucor
NUE
$40.3B
$608K 0.39%
3,730
-179
CSCO icon
54
Cisco
CSCO
$316B
$602K 0.38%
7,809
-551
ACWI icon
55
iShares MSCI ACWI ETF
ACWI
$28.2B
$529K 0.34%
3,742
NSC icon
56
Norfolk Southern
NSC
$69.8B
$521K 0.33%
1,806
-86
QCOM icon
57
Qualcomm
QCOM
$146B
$504K 0.32%
2,947
-141
FNDA icon
58
Schwab Fundamental US Small Company Index ETF
FNDA
$9.64B
$497K 0.31%
15,765
+147
MCD icon
59
McDonald's
MCD
$236B
$490K 0.31%
1,605
-61
LMT icon
60
Lockheed Martin
LMT
$151B
$480K 0.3%
992
-45
SCYB icon
61
Schwab High Yield Bond ETF
SCYB
$2.36B
$475K 0.3%
17,977
+8,917
WM icon
62
Waste Management
WM
$98.4B
$470K 0.3%
2,138
-103
PPL icon
63
PPL Corp
PPL
$29B
$455K 0.29%
12,991
-683
FNDE icon
64
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
$8.84B
$448K 0.28%
12,421
-526
TEL icon
65
TE Connectivity
TEL
$61.3B
$430K 0.27%
1,888
-93
EMR icon
66
Emerson Electric
EMR
$79.9B
$425K 0.27%
3,204
-167
CB icon
67
Chubb
CB
$131B
$418K 0.26%
1,338
-58
VYM icon
68
Vanguard High Dividend Yield ETF
VYM
$73.2B
$417K 0.26%
2,902
+352
EMB icon
69
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$16.2B
$415K 0.26%
4,313
+232
MTB icon
70
M&T Bank
MTB
$32.7B
$414K 0.26%
2,055
-106
KMI icon
71
Kinder Morgan
KMI
$74.3B
$400K 0.25%
14,559
-665
SHLD icon
72
Global X Defense Tech ETF
SHLD
$7.54B
$399K 0.25%
+6,157
SCHW icon
73
Charles Schwab
SCHW
$171B
$396K 0.25%
3,963
-195
HON icon
74
Honeywell
HON
$151B
$381K 0.24%
1,954
-90
PNC icon
75
PNC Financial Services
PNC
$86.3B
$368K 0.23%
1,763
-84
1 2
3
4 5