CWA

Clearview Wealth Advisors Portfolio holdings

AUM $144M
This Quarter Return
-10.71%
1 Year Return
+11.7%
3 Year Return
+39.05%
5 Year Return
–
10 Year Return
–
AUM
$133M
AUM Growth
+$133M
Cap. Flow
-$554K
Cap. Flow %
-0.42%
Top 10 Hldgs %
51.84%
Holding
676
New
37
Increased
173
Reduced
166
Closed
42

Top Buys

1
SCHD icon
Schwab US Dividend Equity ETF
SCHD
$10.3M
2
EELV icon
Invesco S&P Emerging Markets Low Volatility ETF
EELV
$2.36M
3
HDV icon
iShares Core High Dividend ETF
HDV
$1.43M
4
SPSB icon
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$1.12M
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
$1.06M

Top Sells

1
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
$2.28M
2
XSOE icon
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
$1.91M
3
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
$1.67M
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
$1.6M
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
$1.36M

Sector Composition

1 Healthcare 4.78%
2 Technology 4.51%
3 Financials 4.01%
4 Industrials 3.41%
5 Consumer Staples 3.22%
Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
MTB icon
51
M&T Bank
MTB
$31B
$496K 0.37%
3,112
+583
+23% +$92.9K
WPC icon
52
W.P. Carey
WPC
$14.6B
$489K 0.37%
5,900
+235
+4% +$19.5K
GIS icon
53
General Mills
GIS
$26.6B
$487K 0.36%
6,449
-16
-0.2% -$1.21K
EMR icon
54
Emerson Electric
EMR
$72.9B
$485K 0.36%
6,098
+162
+3% +$12.9K
CB icon
55
Chubb
CB
$111B
$480K 0.36%
2,442
+90
+4% +$17.7K
AMZN icon
56
Amazon
AMZN
$2.41T
$478K 0.36%
4,500
+4,281
+1,955% +$12.7K
HON icon
57
Honeywell
HON
$136B
$447K 0.33%
2,572
+102
+4% +$17.7K
KMI icon
58
Kinder Morgan
KMI
$59.4B
$437K 0.33%
26,064
+1,189
+5% +$19.9K
SCHJ icon
59
Schwab 1-5 Year Corporate Bond ETF
SCHJ
$581M
$421K 0.32%
8,856
-266
-3% -$12.6K
PPL icon
60
PPL Corp
PPL
$26.8B
$417K 0.31%
15,357
+717
+5% +$19.5K
T icon
61
AT&T
T
$208B
$411K 0.31%
19,630
+739
+4% -$113K
AMGN icon
62
Amgen
AMGN
$153B
$410K 0.31%
1,686
+68
+4% +$16.5K
DGRW icon
63
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$16.3B
$384K 0.29%
6,704
-1,409
-17% -$80.7K
KMB icon
64
Kimberly-Clark
KMB
$42.5B
$380K 0.28%
2,815
+107
+4% +$14.4K
DE icon
65
Deere & Co
DE
$127B
$358K 0.27%
1,194
+1,184
+11,840% +$355K
SHYG icon
66
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.25B
$351K 0.26%
8,665
-1,479
-15% -$59.9K
XLP icon
67
Consumers Staples Select Sector SPDR Fund
XLP
$15.8B
$319K 0.24%
4,413
-1,179
-21% -$85.2K
ACWI icon
68
iShares MSCI ACWI ETF
ACWI
$22B
$313K 0.23%
3,733
+36
+1% +$3.02K
BRK.B icon
69
Berkshire Hathaway Class B
BRK.B
$1.08T
$309K 0.23%
1,132
-18
-2% -$4.91K
NEAR icon
70
iShares Short Maturity Bond ETF
NEAR
$3.51B
$306K 0.23%
6,215
+12
+0.2% +$591
NVDA icon
71
NVIDIA
NVDA
$4.15T
$287K 0.22%
1,893
+341
+22% +$51.7K
SPIB icon
72
SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$10.7B
$278K 0.21%
8,513
+37
+0.4% +$1.21K
VLUE icon
73
iShares MSCI USA Value Factor ETF
VLUE
$7.04B
$275K 0.21%
3,035
-12,464
-80% -$1.13M
CI icon
74
Cigna
CI
$80.2B
$271K 0.2%
1,030
– –
WIZ
75
DELISTED
Alpha Architect Merlyn.AI Bull-Rider Bear-Fighter ETF
WIZ
$257K 0.19%
8,382
-4,045
-33% -$124K
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