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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
+7.64%
1 Year Est. Return
+14.25%
3 Year Est. Return
+45.19%
5 Year Est. Return
+48.56%
10 Year Est. Return
–
AUM
$149M
AUM Growth
–
Cap. Flow
+$144M
Cap. Flow
% of AUM
96.83%
Top 10 Holdings %
Top 10 Hldgs %
40.28%
Holding
595
New
593
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares ESG Aware MSCI USA ETF
ESGU
|
+$11M |
| 2 |
iShares US Treasury Bond ETF
GOVT
|
+$8.52M |
| 3 |
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
|
+$8.4M |
| 4 |
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
|
+$5.44M |
| 5 |
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
|
+$5.4M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 75.23% |
| 2 | Technology | 5.34% |
| 3 | Consumer Staples | 3.62% |
| 4 | Financials | 3.54% |
| 5 | Healthcare | 3.4% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Bristol-Myers Squibb
BMY
$130B
| $605K | 0.41% |
+9,752
| New | +$600K |
|
52
PNC Financial Services
PNC
$92.4B
| $600K | 0.4% |
+4,030
| New | +$515K |
|
53
Qualcomm
QCOM
$197B
| $600K | 0.4% |
+3,940
| New | +$549K |
|
54
Procter & Gamble
PG
$341B
| $595K | 0.4% |
+4,279
| New | +$598K |
|
55
iShares Core Conservative Allocation ETF
AOK
$782M
| $594K | 0.4% |
+15,322
| New | +$581K |
|
56
AbbVie
ABBV
$464B
| $589K | 0.4% |
+5,494
| New | +$528K |
|
57
NYLIM MacKay Muni Insured ETF
MMIN
$469M
| $589K | 0.4% |
+21,315
| New | +$582K |
|
58
Cisco
CSCO
$425B
| $565K | 0.38% |
+12,617
| New | +$519K |
|
59
Berkshire Hathaway Class B
BRK.B
$1.11T
| $552K | 0.37% |
+2,380
| New | +$524K |
|
60
Emerson Electric
EMR
$81.3B
| $512K | 0.34% |
+6,369
| New | +$474K |
|
61
Lockheed Martin
LMT
$124B
| $510K | 0.34% |
+1,437
| New | +$528K |
|
62
iShares MSCI USA Quality Factor ETF
QUAL
$46.3B
| $494K | 0.33% |
+4,247
| New | +$468K |
|
63
Merck
MRK
$358B
| $493K | 0.33% |
+6,316
| New | +$483K |
|
64
Amplify BlackSwan Growth & Treasure Core ETF
SWAN
$152M
| $471K | 0.32% |
+14,342
| New | +$463K |
|
65
Honeywell
HON
$65.8B
| $436K | 0.29% |
+2,175
| New | +$395K |
|
66
Pfizer
PFE
$157B
| $426K | 0.29% |
+11,583
| New | +$425K |
|
67
Visa
V
$693B
| $426K | 0.29% |
+1,948
| New | +$399K |
|
68
Coca-Cola
KO
$378B
| $421K | 0.28% |
+7,671
| New | +$397K |
|
69
AT&T
T
$177B
| $417K | 0.28% |
+19,195
| New | +$414K |
|
70
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$14.2B
| $412K | 0.28% |
+3,553
| New | +$402K |
|
71
Vanguard Dividend Appreciation ETF
VIG
$110B
| $410K | 0.28% |
+2,904
| New | +$394K |
|
72
Fidelity Total Bond ETF
FBND
$28.1B
| $401K | 0.27% |
+7,388
| New | +$403K |
|
73
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI
$3.08B
| $399K | 0.27% |
+7,039
| New | +$396K |
|
74
NVIDIA
NVDA
$5.17T
| $391K | 0.26% |
+29,960
| New | +$401K |
|
75
Waste Management
WM
$85.5B
| $376K | 0.25% |
+3,186
| New | +$372K |
|
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Clearview Wealth Advisors's Q4 2020 Portfolio in Review
Q4 2020 is the first quarter with a 13F filing on record for Clearview Wealth Advisors, which disclosed 595 positions worth $149M. Its ten largest holdings account for 40% of the portfolio.
Its largest position is iShares ESG Aware MSCI USA ETF: 134,922 shares worth $11.6M.
By sector, the portfolio is most concentrated in Miscellaneous at 75% of assets, followed by Technology and Consumer Staples.
- Clearview Wealth Advisors's largest Q4 2020 buy was iShares ESG Aware MSCI USA ETF: 134,922 shares worth $11.6M.
- Clearview Wealth Advisors's ten largest holdings make up 40% of its $149M portfolio in Q4 2020.
- Clearview Wealth Advisors disclosed 595 positions in Q4 2020, its first 13F filing on record.
Based on Clearview Wealth Advisors's 13F filing for Q4 2020, filed 21 Jan 2021.