CWA
Clearview Wealth Advisors Portfolio holdings
AUM
$144M
This Quarter Return
+6.28%
1 Year Return
+11.7%
3 Year Return
+39.05%
5 Year Return
–
10 Year Return
–
AUM
$164M
AUM Growth
+$164M
(+3.9%)
Cap. Flow
-$2.41M
Cap. Flow
% of AUM
-1.47%
Top 10 Holdings %
Top 10 Hldgs %
39.4%
Holding
754
New
70
Increased
183
Reduced
196
Closed
64
Top Buys
| 1 |
Schwab US TIPS ETF
SCHP
|
$2.7M |
| 2 |
SPDR Portfolio S&P 500 ETF
SPLG
|
$1.86M |
| 3 |
iShares Core Total USD Bond Market ETF
IUSB
|
$1.6M |
| 4 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$1.49M |
| 5 |
Global X S&P 500 Covered Call ETF
XYLD
|
$702K |
Top Sells
Sector Composition
| 1 | Technology | 6.37% |
| 2 | Financials | 4.24% |
| 3 | Healthcare | 4.07% |
| 4 | Consumer Staples | 3.42% |
| 5 | Industrials | 2.83% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
iShares National Muni Bond ETF
MUB
$38.6B
| $730K | 0.45% |
6,274
+1,068
| +21% | +$124K |
|
52
PepsiCo
PEP
$203B
| $720K | 0.44% |
4,142
-400
| -9% | -$69.5K |
|
|
53
Global X S&P 500 Covered Call ETF
XYLD
$3.09B
| $702K | 0.43% |
+13,896
| New | +$702K |
|
54
Nucor
NUE
$33.3B
| $696K | 0.42% |
6,094
+260
| +4% | +$29.7K |
|
55
McDonald's
MCD
$226B
| $673K | 0.41% |
2,510
-1,229
| -33% | -$330K |
|
56
STAG Industrial
STAG
$6.81B
| $672K | 0.41% |
14,005
+3,251
| +30% | +$156K |
|
57
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$8.39B
| $667K | 0.41% |
21,533
-17,806
| -45% | -$552K |
|
58
Bristol-Myers Squibb
BMY
$96.7B
| $647K | 0.39% |
10,379
-110
| -1% | -$6.86K |
|
59
Vanguard Short-Term Corporate Bond ETF
VCSH
$35.3B
| $631K | 0.38% |
7,767
+978
| +14% | +$79.5K |
|
60
Intel
INTC
$105B
| $625K | 0.38% |
12,143
-2,707
| -18% | -$139K |
|
61
Lockheed Martin
LMT
$105B
| $598K | 0.36% |
1,683
+89
| +6% | +$31.6K |
|
62
Berkshire Hathaway Class B
BRK.B
$1.08T
| $589K | 0.36% |
1,970
-410
| -17% | -$123K |
|
63
Procter & Gamble
PG
$370B
| $579K | 0.35% |
3,538
-845
| -19% | -$138K |
|
64
Waste Management
WM
$90.4B
| $579K | 0.35% |
3,468
+206
| +6% | +$34.4K |
|
65
iShares ESG Aware 1-5 Year USD Corporate Bond ETF
SUSB
$1.02B
| $557K | 0.34% |
21,729
-9,078
| -29% | -$233K |
|
66
Emerson Electric
EMR
$72.9B
| $523K | 0.32% |
5,628
-1,116
| -17% | -$104K |
|
67
Leggett & Platt
LEG
$1.28B
| $517K | 0.32% |
12,555
+5,195
| +71% | +$214K |
|
68
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
$6.25B
| $501K | 0.31% |
5,010
-1,520
| -23% | -$152K |
|
69
First Trust Municipal High Income ETF
FMHI
$748M
| $486K | 0.3% |
8,667
-1,035
| -11% | -$58K |
|
70
Honeywell
HON
$136B
| $471K | 0.29% |
2,260
+128
| +6% | +$26.7K |
|
71
AT&T
T
$208B
| $470K | 0.29% |
19,118
-108
| -0.6% | -$2.66K |
|
72
SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
$4.85B
| $469K | 0.29% |
17,289
+7,195
| +71% | +$195K |
|
73
Global X NASDAQ-100 Covered Call ETF
QYLD
$8.16B
| $468K | 0.29% |
21,105
+4,682
| +29% | +$104K |
|
|
WIZ
74
DELISTED
Alpha Architect Merlyn.AI Bull-Rider Bear-Fighter ETF
WIZ
| $467K | 0.28% |
12,659
-1,387
| -10% | -$51.2K |
|
75
Alphabet (Google) Class A
GOOGL
$2.79T
| $466K | 0.28% |
161
+43
| +36% | +$124K |
|