CWA
Clearview Wealth Advisors Portfolio holdings
AUM
$144M
This Quarter Return
+7.64%
1 Year Return
+11.7%
3 Year Return
+39.05%
5 Year Return
–
10 Year Return
–
AUM
$149M
AUM Growth
–
Cap. Flow
+$149M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
40.28%
Holding
595
New
595
Increased
–
Reduced
–
Closed
–
Top Buys
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 5.32% |
| 2 | Consumer Staples | 3.62% |
| 3 | Financials | 3.45% |
| 4 | Healthcare | 3.4% |
| 5 | Industrials | 2.78% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
Bristol-Myers Squibb
BMY
$96.7B
| $605K | 0.41% |
+9,752
| New | +$605K |
|
52
PNC Financial Services
PNC
$80.1B
| $600K | 0.4% |
+4,030
| New | +$600K |
|
53
Qualcomm
QCOM
$169B
| $600K | 0.4% |
+3,940
| New | +$600K |
|
54
Procter & Gamble
PG
$368B
| $595K | 0.4% |
+4,279
| New | +$595K |
|
55
iShares Core Conservative Allocation ETF
AOK
$629M
| $594K | 0.4% |
+15,322
| New | +$594K |
|
56
AbbVie
ABBV
$375B
| $589K | 0.4% |
+5,494
| New | +$589K |
|
57
IQ MacKay Municipal Insured ETF
MMIN
$332M
| $589K | 0.4% |
+21,315
| New | +$589K |
|
58
Cisco
CSCO
$267B
| $565K | 0.38% |
+12,617
| New | +$565K |
|
59
Berkshire Hathaway Class B
BRK.B
$1.08T
| $552K | 0.37% |
+2,380
| New | +$552K |
|
60
Emerson Electric
EMR
$72.7B
| $512K | 0.34% |
+6,369
| New | +$512K |
|
61
Lockheed Martin
LMT
$105B
| $510K | 0.34% |
+1,437
| New | +$510K |
|
62
iShares MSCI USA Quality Factor ETF
QUAL
$53.9B
| $494K | 0.33% |
+4,247
| New | +$494K |
|
63
Merck
MRK
$211B
| $493K | 0.33% |
+6,027
| New | +$493K |
|
64
Amplify BlackSwan Growth & Treasure Core ETF
SWAN
$259M
| $471K | 0.32% |
+14,342
| New | +$471K |
|
65
Honeywell
HON
$136B
| $436K | 0.29% |
+2,050
| New | +$436K |
|
66
Pfizer
PFE
$141B
| $426K | 0.29% |
+11,583
| New | +$426K |
|
67
Visa
V
$675B
| $426K | 0.29% |
+1,948
| New | +$426K |
|
68
Coca-Cola
KO
$293B
| $421K | 0.28% |
+7,671
| New | +$421K |
|
69
AT&T
T
$206B
| $417K | 0.28% |
+14,498
| New | +$417K |
|
70
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$13.4B
| $412K | 0.28% |
+3,553
| New | +$412K |
|
71
Vanguard Dividend Appreciation ETF
VIG
$94.6B
| $410K | 0.28% |
+2,904
| New | +$410K |
|
72
Fidelity Total Bond ETF
FBND
$20.4B
| $401K | 0.27% |
+7,388
| New | +$401K |
|
73
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI
$2.11B
| $399K | 0.27% |
+7,039
| New | +$399K |
|
74
NVIDIA
NVDA
$4.15T
| $391K | 0.26% |
+749
| New | +$391K |
|
75
Waste Management
WM
$89.9B
| $376K | 0.25% |
+3,186
| New | +$376K |
|