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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
+3.64%
1 Year Est. Return
+14.25%
3 Year Est. Return
+45.19%
5 Year Est. Return
+48.56%
10 Year Est. Return
–
AUM
$154M
AUM Growth
+$5.23M
Cap. Flow
+$1.5M
Cap. Flow %
0.98%
Top 10 Hldgs %
38.57%
Holding
664
New
69
Increased
205
Reduced
99
Closed
29

Top Buys

Rank Stock Value
1
SCHJ icon
Schwab 1-5 Year Corporate Bond ETF
SCHJ
+$7.3M
2
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$4.13M
3
SCHI icon
Schwab 5-10 Year Corporate Bond ETF
SCHI
+$3.44M
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$3.42M
5
IGLB icon
iShares 10+ Year Investment Grade Corporate Bond ETF
IGLB
+$2.26M

Top Sells

Rank Stock Value
1
SPIB icon
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$4.38M
2
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$3.34M
3
SPLB icon
State Street SPDR Portfolio Long Term Corporate Bond ETF
SPLB
+$3.2M
4
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
+$2.63M
5
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$1.96M

Sector Composition

Rank Sector Weight
1 Technology 5.38%
2 Financials 4.05%
3 Healthcare 3.55%
4 Consumer Staples 3.4%
5 Industrials 3.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
XLP icon
51
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.1B
$683K 0.44%
9,999
+777
+8% +$51.1K
NEAR icon
52
iShares Short Maturity Bond ETF
NEAR
$4.8B
$672K 0.44%
13,397
-14,580
-52% -$732K
ABBV icon
53
AbbVie
ABBV
$458B
$660K 0.43%
6,102
+608
+11% +$65K
BMY icon
54
Bristol-Myers Squibb
BMY
$127B
$612K 0.4%
9,697
-55
-0.6% -$3.42K
BRK.B icon
55
Berkshire Hathaway Class B
BRK.B
$1.07T
$608K 0.39%
2,380
– –
MUB icon
56
iShares National Muni Bond ETF
MUB
$45.1B
$605K 0.39%
5,211
-314
-6% -$36.6K
PEP icon
57
PepsiCo
PEP
$186B
$590K 0.38%
4,168
+2,250
+117% +$309K
LMT icon
58
Lockheed Martin
LMT
$134B
$578K 0.38%
1,565
+128
+9% +$43.9K
PG icon
59
Procter & Gamble
PG
$343B
$578K 0.38%
4,269
-10
-0.2% -$1.3K
EMR icon
60
Emerson Electric
EMR
$82.9B
$571K 0.37%
6,332
-37
-0.6% -$3.18K
QCOM icon
61
Qualcomm
QCOM
$176B
$526K 0.34%
3,963
+23
+0.6% +$3.32K
NVDA icon
62
NVIDIA
NVDA
$5.01T
$475K 0.31%
35,600
+5,640
+19% +$75.8K
T icon
63
AT&T
T
$165B
$473K 0.31%
20,694
+1,499
+8% +$33.1K
SWAN icon
64
Amplify BlackSwan Growth & Treasure Core ETF
SWAN
$158M
$467K 0.3%
14,620
+278
+2% +$9.01K
USHY icon
65
iShares Broad USD High Yield Corporate Bond ETF
USHY
$29.2B
$463K 0.3%
11,233
+4,290
+62% +$177K
WIZ
66
DELISTED
Alpha Architect Merlyn.AI Bull-Rider Bear-Fighter ETF
WIZ
$459K 0.3%
13,715
+6,069
+79% +$211K
VYM icon
67
Vanguard High Dividend Yield ETF
VYM
$81.1B
$453K 0.29%
4,478
+4,468
+44,680% +$431K
MRK icon
68
Merck
MRK
$324B
$452K 0.29%
6,144
-172
-3% -$12.7K
HON icon
69
Honeywell
HON
$77.1B
$443K 0.29%
2,167
-8
-0.4% -$1.56K
NUE icon
70
Nucor
NUE
$56.4B
$441K 0.29%
5,498
+56
+1% +$3.39K
AMGN icon
71
Amgen
AMGN
$203B
$433K 0.28%
1,741
+215
+14% +$51.3K
ACWI icon
72
iShares MSCI ACWI ETF
ACWI
$32.6B
$427K 0.28%
4,483
-3,216
-42% -$302K
V icon
73
Visa
V
$677B
$424K 0.28%
2,003
+55
+3% +$11.6K
VIG icon
74
Vanguard Dividend Appreciation ETF
VIG
$111B
$423K 0.27%
2,877
-27
-0.9% -$3.84K
PFE icon
75
Pfizer
PFE
$140B
$417K 0.27%
11,520
-63
-0.5% -$2.24K
1 2
3
4 5

Similar funds

ACA
AG Campbell Advisory Baltimore, Maryland $158M AUM
SW
Schulz Wealth Mansfield, Texas $156M AUM 13.29% 1-Year Est. Return
AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return
PWA
Principia Wealth Advisory Dallas, Texas $160M AUM 37.01% 1-Year Est. Return
CNFG
Creegan & Nassoura Financial Group Portsmouth, New Hampshire $154M AUM 17.18% 1-Year Est. Return
USWG
U.S. Wealth Group Woodbury, New York $152M AUM 25.45% 1-Year Est. Return
PW
Pandora Wealth Oakbrook Terrace, Illinois $165M AUM 18.5% 1-Year Est. Return
SA
Sage Advisors Boulder, Colorado $151M AUM 6.91% 1-Year Est. Return

Clearview Wealth Advisors's Q1 2021 Portfolio in Review

As of Q1 2021, Clearview Wealth Advisors held 664 positions worth $154M, up 3.5% from $149M the previous quarter. Its ten largest holdings account for 39% of the portfolio.

Clearview Wealth Advisors's Q1 2021 filing shows 69 new, 205 increased, 99 reduced and 29 closed positions. Its largest new stake was Schwab 1-5 Year Corporate Bond ETF: 285,382 shares worth $7.27M. The largest sale was State Street SPDR Portfolio Intermediate Term Corporate Bond ETF, an estimated $4.38M.

By sector, the portfolio is most concentrated in Technology at 5.4% of assets, up from 5.3% a quarter earlier, followed by Financials and Healthcare.

  • Clearview Wealth Advisors's largest Q1 2021 buy was Schwab 1-5 Year Corporate Bond ETF: 285,382 shares worth $7.27M.
  • Clearview Wealth Advisors added most to iShares US Treasury Bond ETF in Q1 2021, an estimated $3.42M increase.
  • Clearview Wealth Advisors's biggest Q1 2021 reduction was State Street SPDR Portfolio Intermediate Term Corporate Bond ETF, cutting an estimated $4.38M.
  • Clearview Wealth Advisors fully exited Schwab Intermediately-Term US Treasury ETF in Q1 2021, selling an estimated $662K.
  • Clearview Wealth Advisors's ten largest holdings make up 39% of its $154M portfolio in Q1 2021.
  • Clearview Wealth Advisors opened 69 new positions and closed 29 in Q1 2021.
  • Clearview Wealth Advisors's portfolio value rose 3.5% quarter-over-quarter to $154M.

Based on Clearview Wealth Advisors's 13F filing for Q1 2021, filed 26 Apr 2021.