CWA
Clearview Wealth Advisors Portfolio holdings
AUM
$144M
This Quarter Return
+3.64%
1 Year Return
+11.7%
3 Year Return
+39.05%
5 Year Return
–
10 Year Return
–
AUM
$154M
AUM Growth
+$154M
(+3.5%)
Cap. Flow
+$1.62M
Cap. Flow
% of AUM
1.05%
Top 10 Holdings %
Top 10 Hldgs %
38.57%
Holding
664
New
69
Increased
207
Reduced
99
Closed
29
Top Buys
Top Sells
Sector Composition
| 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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
Consumers Staples Select Sector SPDR Fund
XLP
$15.7B
| $683K | 0.44% |
9,999
+777
| +8% | +$53.1K |
|
52
iShares Short Maturity Bond ETF
NEAR
$3.5B
| $672K | 0.44% |
13,397
-14,580
| -52% | -$731K |
|
53
AbbVie
ABBV
$376B
| $660K | 0.43% |
6,102
+608
| +11% | +$65.8K |
|
54
Bristol-Myers Squibb
BMY
$98.6B
| $612K | 0.4% |
9,697
-55
| -0.6% | -$3.47K |
|
55
Berkshire Hathaway Class B
BRK.B
$1.07T
| $608K | 0.39% |
2,380
| – | – |
|
56
iShares National Muni Bond ETF
MUB
$38.5B
| $605K | 0.39% |
5,211
-314
| -6% | -$36.5K |
|
57
PepsiCo
PEP
$205B
| $590K | 0.38% |
4,168
+2,250
| +117% | +$318K |
|
58
Lockheed Martin
LMT
$105B
| $578K | 0.38% |
1,565
+128
| +9% | +$47.3K |
|
59
Procter & Gamble
PG
$368B
| $578K | 0.38% |
4,269
-10
| -0.2% | -$1.35K |
|
60
Emerson Electric
EMR
$73.7B
| $571K | 0.37% |
6,332
-37
| -0.6% | -$3.34K |
|
61
Qualcomm
QCOM
$171B
| $526K | 0.34% |
3,963
+23
| +0.6% | +$3.05K |
|
62
NVIDIA
NVDA
$4.14T
| $475K | 0.31% |
890
+141
| +19% | +$75.3K |
|
63
AT&T
T
$205B
| $473K | 0.31% |
15,630
+1,132
| +8% | +$34.3K |
|
64
Amplify BlackSwan Growth & Treasure Core ETF
SWAN
$259M
| $467K | 0.3% |
14,620
+278
| +2% | +$8.88K |
|
65
iShares Broad USD High Yield Corporate Bond ETF
USHY
$25.1B
| $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% | +$203K |
|
67
Vanguard High Dividend Yield ETF
VYM
$63.7B
| $453K | 0.29% |
4,478
+4,468
| +44,680% | +$452K |
|
68
Merck
MRK
$214B
| $452K | 0.29% |
5,863
-164
| -3% | -$12.6K |
|
69
Honeywell
HON
$137B
| $443K | 0.29% |
2,042
-8
| -0.4% | -$1.74K |
|
70
Nucor
NUE
$33.4B
| $441K | 0.29% |
5,498
+56
| +1% | +$4.49K |
|
71
Amgen
AMGN
$154B
| $433K | 0.28% |
1,741
+215
| +14% | +$53.5K |
|
72
iShares MSCI ACWI ETF
ACWI
$21.9B
| $427K | 0.28% |
4,483
-3,216
| -42% | -$306K |
|
73
Visa
V
$677B
| $424K | 0.28% |
2,003
+55
| +3% | +$11.6K |
|
74
Vanguard Dividend Appreciation ETF
VIG
$94.9B
| $423K | 0.27% |
2,877
-27
| -0.9% | -$3.97K |
|
75
Pfizer
PFE
$143B
| $417K | 0.27% |
11,520
-63
| -0.5% | -$2.28K |
|