CWA
Clearview Wealth Advisors Portfolio holdings
AUM
$144M
This Quarter Return
+4.68%
1 Year Return
+11.7%
3 Year Return
+39.05%
5 Year Return
–
10 Year Return
–
AUM
$162M
AUM Growth
+$162M
(+5.1%)
Cap. Flow
+$1.36M
Cap. Flow
% of AUM
0.84%
Top 10 Holdings %
Top 10 Hldgs %
38.73%
Holding
700
New
64
Increased
196
Reduced
134
Closed
30
Top Buys
Top Sells
Sector Composition
| 1 | Technology | 5.73% |
| 2 | Financials | 4.31% |
| 3 | Healthcare | 3.55% |
| 4 | Consumer Staples | 3.42% |
| 5 | Industrials | 2.92% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
$6.25B
| $705K | 0.44% |
7,040
-260
| -4% | -$26K |
|
52
Abbott
ABT
$230B
| $698K | 0.43% |
6,016
-8
| -0.1% | -$928 |
|
53
Cisco
CSCO
$268B
| $688K | 0.42% |
12,978
-664
| -5% | -$35.2K |
|
54
iShares ESG Aware 1-5 Year USD Corporate Bond ETF
SUSB
$1.02B
| $680K | 0.42% |
26,126
+22,737
| +671% | +$592K |
|
55
Vanguard Short-Term Corporate Bond ETF
VCSH
$35.3B
| $678K | 0.42% |
8,195
-6,636
| -45% | -$549K |
|
56
Bristol-Myers Squibb
BMY
$96.7B
| $672K | 0.41% |
10,062
+365
| +4% | +$24.4K |
|
57
Berkshire Hathaway Class B
BRK.B
$1.08T
| $661K | 0.41% |
2,380
| – | – |
|
58
PepsiCo
PEP
$203B
| $631K | 0.39% |
4,259
+91
| +2% | +$13.5K |
|
59
iShares National Muni Bond ETF
MUB
$38.6B
| $611K | 0.38% |
5,213
+2
| +0% | +$234 |
|
60
Emerson Electric
EMR
$72.9B
| $609K | 0.38% |
6,324
-8
| -0.1% | -$770 |
|
61
Lockheed Martin
LMT
$105B
| $599K | 0.37% |
1,583
+18
| +1% | +$6.81K |
|
62
iShares 0-5 Year TIPS Bond ETF
STIP
$12.6B
| $593K | 0.37% |
5,575
+3,603
| +183% | +$383K |
|
63
Procter & Gamble
PG
$370B
| $577K | 0.36% |
4,273
+4
| +0.1% | +$540 |
|
64
Qualcomm
QCOM
$170B
| $565K | 0.35% |
3,955
-8
| -0.2% | -$1.14K |
|
65
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$16.3B
| $561K | 0.35% |
9,398
+4,760
| +103% | +$284K |
|
66
iShares Broad USD High Yield Corporate Bond ETF
USHY
$25.2B
| $523K | 0.32% |
12,543
+1,310
| +12% | +$54.6K |
|
67
Nucor
NUE
$33.3B
| $517K | 0.32% |
5,389
-109
| -2% | -$10.5K |
|
|
WIZ
68
DELISTED
Alpha Architect Merlyn.AI Bull-Rider Bear-Fighter ETF
WIZ
| $487K | 0.3% |
13,585
-130
| -0.9% | -$4.66K |
|
69
Pfizer
PFE
$141B
| $481K | 0.3% |
12,293
+773
| +7% | +$30.2K |
|
70
Merck
MRK
$210B
| $456K | 0.28% |
5,857
-6
| -0.1% | -$22.3K |
|
71
AT&T
T
$208B
| $456K | 0.28% |
15,833
+203
| +1% | +$5.85K |
|
72
Visa
V
$681B
| $455K | 0.28% |
1,944
-59
| -3% | -$13.8K |
|
73
Honeywell
HON
$136B
| $448K | 0.28% |
2,043
+1
| +0% | +$219 |
|
74
Waste Management
WM
$90.4B
| $444K | 0.27% |
3,169
+2
| +0.1% | +$280 |
|
75
Vanguard Dividend Appreciation ETF
VIG
$95.1B
| $442K | 0.27% |
2,856
-21
| -0.7% | -$3.25K |
|