CWA
Clearview Wealth Advisors Portfolio holdings
AUM
$144M
This Quarter Return
-5.68%
1 Year Return
+11.7%
3 Year Return
+39.05%
5 Year Return
–
10 Year Return
–
AUM
$126M
AUM Growth
+$126M
(-5.5%)
Cap. Flow
+$789K
Cap. Flow
% of AUM
0.63%
Top 10 Holdings %
Top 10 Hldgs %
53.84%
Holding
677
New
35
Increased
159
Reduced
147
Closed
40
Top Buys
| 1 |
Schwab US Dividend Equity ETF
SCHD
|
$1.4M |
| 2 |
iShares Core S&P Small-Cap ETF
IJR
|
$977K |
| 3 |
iShares MSCI EAFE Growth ETF
EFG
|
$972K |
| 4 |
iShares US Treasury Bond ETF
GOVT
|
$938K |
| 5 |
SPDR Portfolio S&P 500 ETF
SPLG
|
$842K |
Top Sells
| 1 |
iShares S&P Small-Cap 600 Value ETF
IJS
|
$1.06M |
| 2 |
Schwab US TIPS ETF
SCHP
|
$915K |
| 3 |
Energy Select Sector SPDR Fund
XLE
|
$598K |
| 4 |
iShares MSCI EAFE Value ETF
EFV
|
$498K |
| 5 |
iShares Fallen Angels USD Bond ETF
FALN
|
$497K |
Sector Composition
| 1 | Technology | 4.59% |
| 2 | Healthcare | 4.34% |
| 3 | Financials | 4.11% |
| 4 | Industrials | 3.43% |
| 5 | Consumer Staples | 3.28% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
Chubb
CB
$111B
| $459K | 0.36% |
2,524
+82
| +3% | +$14.9K |
|
52
Strategy Shares Nasdaq 7HANDL Index ETF
HNDL
$673M
| $454K | 0.36% |
23,663
-642
| -3% | -$12.3K |
|
53
Kinder Morgan
KMI
$59.4B
| $448K | 0.36% |
26,909
+845
| +3% | +$14.1K |
|
54
Honeywell
HON
$136B
| $444K | 0.35% |
2,659
+87
| +3% | +$14.5K |
|
55
W.P. Carey
WPC
$14.6B
| $426K | 0.34% |
6,100
+200
| +3% | +$14K |
|
56
Deere & Co
DE
$127B
| $413K | 0.33% |
1,238
+44
| +4% | +$14.7K |
|
57
PPL Corp
PPL
$26.8B
| $403K | 0.32% |
15,888
+531
| +3% | +$13.5K |
|
58
Intel
INTC
$105B
| $389K | 0.31% |
15,097
+476
| +3% | +$12.3K |
|
59
TE Connectivity
TEL
$60.9B
| $386K | 0.31% |
+3,495
| New | +$386K |
|
60
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$16.3B
| $351K | 0.28% |
6,502
-202
| -3% | -$10.9K |
|
61
Schwab 5-10 Year Corporate Bond ETF
SCHI
$9.12B
| $338K | 0.27% |
8,034
+7,843
| +4,106% | +$330K |
|
62
Kimberly-Clark
KMB
$42.5B
| $327K | 0.26% |
2,904
+89
| +3% | +$10K |
|
63
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.25B
| $314K | 0.25% |
7,851
-814
| -9% | -$32.6K |
|
64
Berkshire Hathaway Class B
BRK.B
$1.08T
| $311K | 0.25% |
1,166
+34
| +3% | +$9.07K |
|
65
AT&T
T
$208B
| $300K | 0.24% |
19,565
-65
| -0.3% | -$997 |
|
66
Schwab 1-5 Year Corporate Bond ETF
SCHJ
$581M
| $299K | 0.24% |
6,466
-2,390
| -27% | -$111K |
|
67
iShares MSCI ACWI ETF
ACWI
$22B
| $291K | 0.23% |
3,733
| – | – |
|
68
Cigna
CI
$80.2B
| $286K | 0.23% |
1,030
| – | – |
|
69
iShares US Infrastructure ETF
IFRA
$2.9B
| $282K | 0.22% |
8,745
-10,327
| -54% | -$333K |
|
70
ConocoPhillips
COP
$118B
| $282K | 0.22% |
2,753
+10
| +0.4% | +$1.02K |
|
71
Consumers Staples Select Sector SPDR Fund
XLP
$15.8B
| $278K | 0.22% |
4,158
-255
| -6% | -$17K |
|
72
iShares Short Maturity Bond ETF
NEAR
$3.51B
| $274K | 0.22% |
5,562
-653
| -11% | -$32.2K |
|
73
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$41.9B
| $263K | 0.21% |
2,870
+2,200
| +328% | +$202K |
|
74
SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$10.7B
| $251K | 0.2% |
8,025
-488
| -6% | -$15.3K |
|
75
NVIDIA
NVDA
$4.15T
| $237K | 0.19% |
1,951
+58
| +3% | +$7.05K |
|