CWA
Clearview Wealth Advisors Portfolio holdings
AUM
$144M
This Quarter Return
-0.49%
1 Year Return
+11.7%
3 Year Return
+39.05%
5 Year Return
–
10 Year Return
–
AUM
$158M
AUM Growth
+$158M
(-2.5%)
Cap. Flow
-$2.83M
Cap. Flow
% of AUM
-1.79%
Top 10 Holdings %
Top 10 Hldgs %
38.03%
Holding
721
New
48
Increased
255
Reduced
105
Closed
36
Top Buys
| 1 |
iShares Fallen Angels USD Bond ETF
FALN
|
$2.56M |
| 2 |
iShares US Technology ETF
IYW
|
$1.98M |
| 3 |
iShares MBS ETF
MBB
|
$1.96M |
| 4 |
Schwab US TIPS ETF
SCHP
|
$1.78M |
| 5 |
iShares MSCI EAFE Growth ETF
EFG
|
$1.29M |
Top Sells
Sector Composition
| 1 | Technology | 6.08% |
| 2 | Financials | 4.59% |
| 3 | Consumer Staples | 3.59% |
| 4 | Healthcare | 3.53% |
| 5 | Industrials | 2.96% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
PepsiCo
PEP
$203B
| $683K | 0.43% |
4,542
+283
| +7% | +$42.6K |
|
52
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$16.3B
| $675K | 0.43% |
11,479
+2,081
| +22% | +$122K |
|
53
AbbVie
ABBV
$374B
| $661K | 0.42% |
6,130
-353
| -5% | -$38.1K |
|
54
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
$6.25B
| $654K | 0.41% |
6,530
-510
| -7% | -$51.1K |
|
55
Berkshire Hathaway Class B
BRK.B
$1.08T
| $650K | 0.41% |
2,380
| – | – |
|
56
Qualcomm
QCOM
$170B
| $635K | 0.4% |
4,924
+969
| +25% | +$125K |
|
57
Emerson Electric
EMR
$72.9B
| $635K | 0.4% |
6,744
+420
| +7% | +$39.5K |
|
58
Bristol-Myers Squibb
BMY
$96.7B
| $621K | 0.39% |
10,489
+427
| +4% | +$25.3K |
|
59
Procter & Gamble
PG
$370B
| $613K | 0.39% |
4,383
+110
| +3% | +$15.4K |
|
60
iShares National Muni Bond ETF
MUB
$38.6B
| $605K | 0.38% |
5,206
-7
| -0.1% | -$813 |
|
61
Pfizer
PFE
$141B
| $598K | 0.38% |
13,899
+1,606
| +13% | +$69.1K |
|
62
Nucor
NUE
$33.3B
| $575K | 0.36% |
5,834
+445
| +8% | +$43.9K |
|
63
Vanguard Short-Term Corporate Bond ETF
VCSH
$35.3B
| $559K | 0.35% |
6,789
-1,406
| -17% | -$116K |
|
64
Lockheed Martin
LMT
$105B
| $550K | 0.35% |
1,594
+11
| +0.7% | +$3.8K |
|
65
First Trust Municipal High Income ETF
FMHI
$748M
| $541K | 0.34% |
9,702
+4,413
| +83% | +$246K |
|
66
AT&T
T
$208B
| $519K | 0.33% |
19,226
+3,393
| +21% | +$91.6K |
|
|
WIZ
67
DELISTED
Alpha Architect Merlyn.AI Bull-Rider Bear-Fighter ETF
WIZ
| $488K | 0.31% |
14,046
+461
| +3% | +$16K |
|
68
Waste Management
WM
$90.4B
| $487K | 0.31% |
3,262
+93
| +3% | +$13.9K |
|
69
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI
$2.11B
| $487K | 0.31% |
8,641
+1,040
| +14% | +$58.6K |
|
70
Merck
MRK
$210B
| $481K | 0.3% |
6,401
+544
| +9% | +$40.9K |
|
71
Honeywell
HON
$136B
| $453K | 0.29% |
2,132
+89
| +4% | +$18.9K |
|
72
Visa
V
$681B
| $433K | 0.27% |
1,944
| – | – |
|
73
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$21.6B
| $427K | 0.27% |
7,811
-49
| -0.6% | -$2.68K |
|
74
STAG Industrial
STAG
$6.81B
| $422K | 0.27% |
10,754
+4,694
| +77% | +$184K |
|
75
SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$10.7B
| $406K | 0.26% |
11,127
-235
| -2% | -$8.58K |
|