CWA
Clearview Wealth Advisors Portfolio holdings
AUM
$144M
This Quarter Return
-2.61%
1 Year Return
+11.7%
3 Year Return
+39.05%
5 Year Return
–
10 Year Return
–
AUM
$152M
AUM Growth
+$152M
(-7.2%)
Cap. Flow
-$4.78M
Cap. Flow
% of AUM
-3.14%
Top 10 Holdings %
Top 10 Hldgs %
50.29%
Holding
727
New
39
Increased
158
Reduced
207
Closed
88
Top Buys
| 1 |
Schwab US Aggregate Bond ETF
SCHZ
|
$8.58M |
| 2 |
SPDR Portfolio S&P 500 ETF
SPLG
|
$6.92M |
| 3 |
Schwab US Dividend Equity ETF
SCHD
|
$3.66M |
| 4 |
iShares ESG Aware MSCI USA ETF
ESGU
|
$3.21M |
| 5 |
iShares US Treasury Bond ETF
GOVT
|
$1.88M |
Top Sells
Sector Composition
| 1 | Technology | 4.92% |
| 2 | Healthcare | 4.13% |
| 3 | Financials | 4.11% |
| 4 | Industrials | 3.15% |
| 5 | Consumer Staples | 3.01% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
Chubb
CB
$111B
| $503K | 0.33% |
2,352
+188
| +9% | +$40.2K |
|
52
Leggett & Platt
LEG
$1.28B
| $485K | 0.32% |
13,947
+1,392
| +11% | +$48.4K |
|
53
Honeywell
HON
$136B
| $481K | 0.32% |
2,470
+210
| +9% | +$40.9K |
|
54
Merck
MRK
$210B
| $478K | 0.31% |
5,824
+373
| +7% | +$30.6K |
|
55
Kinder Morgan
KMI
$59.4B
| $470K | 0.31% |
24,875
+2,050
| +9% | +$38.7K |
|
56
W.P. Carey
WPC
$14.6B
| $458K | 0.3% |
5,665
+482
| +9% | +$39K |
|
57
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.25B
| $446K | 0.29% |
10,144
-17,341
| -63% | -$762K |
|
58
AT&T
T
$208B
| $446K | 0.29% |
18,891
-227
| -1% | -$5.35K |
|
59
Schwab 1-5 Year Corporate Bond ETF
SCHJ
$581M
| $443K | 0.29% |
9,122
-80,420
| -90% | -$3.91M |
|
60
General Mills
GIS
$26.6B
| $438K | 0.29% |
6,465
+142
| +2% | +$9.62K |
|
61
M&T Bank
MTB
$31B
| $429K | 0.28% |
2,529
+288
| +13% | +$48.9K |
|
|
WIZ
62
DELISTED
Alpha Architect Merlyn.AI Bull-Rider Bear-Fighter ETF
WIZ
| $429K | 0.28% |
12,427
-232
| -2% | -$8.01K |
|
63
Consumers Staples Select Sector SPDR Fund
XLP
$15.8B
| $424K | 0.28% |
5,592
-6,984
| -56% | -$530K |
|
64
NVIDIA
NVDA
$4.15T
| $423K | 0.28% |
1,552
-1,965
| -56% | -$536K |
|
65
PPL Corp
PPL
$26.8B
| $418K | 0.27% |
14,640
+1,290
| +10% | +$36.8K |
|
66
Berkshire Hathaway Class B
BRK.B
$1.08T
| $406K | 0.27% |
1,150
-820
| -42% | -$289K |
|
67
SPDR Blackstone Senior Loan ETF
SRLN
$6.96B
| $394K | 0.26% |
8,774
-17,737
| -67% | -$796K |
|
68
Amgen
AMGN
$153B
| $391K | 0.26% |
1,618
-25
| -2% | -$6.04K |
|
69
Invesco Variable Rate Preferred ETF
VRP
$2.17B
| $373K | 0.25% |
15,271
-54,180
| -78% | -$1.32M |
|
70
iShares MSCI ACWI ETF
ACWI
$22B
| $369K | 0.24% |
3,697
+2
| +0.1% | +$200 |
|
71
iShares Core Conservative Allocation ETF
AOK
$629M
| $354K | 0.23% |
9,394
-19,077
| -67% | -$719K |
|
72
Kimberly-Clark
KMB
$42.5B
| $334K | 0.22% |
2,708
+183
| +7% | +$22.6K |
|
73
iShares National Muni Bond ETF
MUB
$38.6B
| $318K | 0.21% |
2,899
-3,375
| -54% | -$370K |
|
74
Alphabet (Google) Class A
GOOGL
$2.79T
| $314K | 0.21% |
113
-48
| -30% | -$133K |
|
75
iShares Short Maturity Bond ETF
NEAR
$3.51B
| $308K | 0.2% |
6,203
-1,608
| -21% | -$79.8K |
|