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CWA

Clearview Wealth Advisors Portfolio holdings

AUM $158M
1-Year Est. Return 14.25%
This Fund
S&P 500
This Quarter Est. Return
+8.73%
1 Year Est. Return
+14.25%
3 Year Est. Return
+45.19%
5 Year Est. Return
+48.56%
10 Year Est. Return
–
AUM
$129M
AUM Growth
+$3.26M
Cap. Flow
-$6.62M
Cap. Flow %
-5.11%
Top 10 Hldgs %
43.43%
Holding
669
New
42
Increased
134
Reduced
195
Closed
48

Top Buys

Rank Stock Value
1
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.95M
2
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$2.65M
3
ESGV icon
Vanguard ESG US Stock ETF
ESGV
+$1.8M
4
BND icon
Vanguard Total Bond Market
BND
+$1.71M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.51M

Top Sells

Rank Stock Value
1
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$4.48M
2
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$3.47M
3
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$3.22M
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$2.48M
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$1.69M

Sector Composition

Rank Sector Weight
1 Healthcare 4.77%
2 Technology 4.41%
3 Financials 4.2%
4 Industrials 3.86%
5 Consumer Staples 3.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
EMR icon
51
Emerson Electric
EMR
$82.9B
$604K 0.47%
6,287
-25
-0.4% -$2.25K
QCOM icon
52
Qualcomm
QCOM
$176B
$598K 0.46%
5,439
-196
-3% -$22.9K
PG icon
53
Procter & Gamble
PG
$343B
$595K 0.46%
3,928
+18
+0.5% +$2.52K
COST icon
54
Costco
COST
$415B
$580K 0.45%
1,270
-19
-1% -$9.29K
HON icon
55
Honeywell
HON
$77.1B
$572K 0.44%
2,833
+12
+0.4% +$2.29K
MTUM icon
56
iShares MSCI USA Momentum Factor ETF
MTUM
$25.5B
$563K 0.43%
3,856
+3,729
+2,936% +$541K
GIS icon
57
General Mills
GIS
$19.2B
$559K 0.43%
6,661
+26
+0.4% +$2.12K
CB icon
58
Chubb
CB
$140B
$556K 0.43%
2,521
-3
-0.1% -$624
SPLV icon
59
Invesco S&P 500 Low Volatility ETF
SPLV
$7.2B
$548K 0.42%
8,569
-710
-8% -$44K
DE icon
60
Deere & Co
DE
$170B
$538K 0.42%
1,254
+16
+1% +$6.5K
LEG icon
61
Leggett & Platt
LEG
$1.52B
$493K 0.38%
15,298
+8
+0.1% +$269
ICVT icon
62
iShares Convertible Bond ETF
ICVT
$7.23B
$492K 0.38%
7,076
-2,384
-25% -$168K
KMI icon
63
Kinder Morgan
KMI
$73.1B
$484K 0.37%
26,796
-113
-0.4% -$2.03K
WPC icon
64
W.P. Carey
WPC
$17.1B
$475K 0.37%
6,205
-23
-0.4% -$1.73K
PPL
65
PPL Corp
PPL
$27.3B
$467K 0.36%
15,981
+93
+0.6% +$2.56K
HEGD icon
66
Swan Hedged Equity US Large Cap ETF
HEGD
$704M
$437K 0.34%
25,445
-6,420
-20% -$112K
DGRW icon
67
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$16.6B
$432K 0.33%
7,160
+658
+10% +$39.3K
VWO icon
68
Vanguard FTSE Emerging Markets ETF
VWO
$119B
$420K 0.32%
10,778
+10,775
+359,167% +$411K
MTB icon
69
M&T Bank
MTB
$36.2B
$412K 0.32%
2,838
-92
-3% -$15.1K
TEL icon
70
TE Connectivity
TEL
$58.8B
$402K 0.31%
3,499
+4
+0.1% +$475
KMB icon
71
Kimberly-Clark
KMB
$36.4B
$397K 0.31%
2,925
+21
+0.7% +$2.67K
INTC icon
72
Intel
INTC
$466B
$392K 0.3%
14,817
-280
-2% -$7.78K
HNDL icon
73
Strategy Shares Nasdaq 7HANDL Index ETF
HNDL
$632M
$372K 0.29%
18,974
-4,689
-20% -$92.7K
BRK.B icon
74
Berkshire Hathaway Class B
BRK.B
$1.07T
$360K 0.28%
1,166
– –
VGT icon
75
Vanguard Information Technology ETF
VGT
$139B
$357K 0.28%
8,952
+8,648
+2,845% +$353K
1 2
3
4 5

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ACA
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SW
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AIMU
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PWA
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CNFG
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USWG
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PW
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SA
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Clearview Wealth Advisors's Q4 2022 Portfolio in Review

As of Q4 2022, Clearview Wealth Advisors held 669 positions worth $129M, up 2.6% from $126M the previous quarter. Its ten largest holdings account for 43% of the portfolio.

Clearview Wealth Advisors withdrew a net $6.62M in Q4 2022, closing 48 positions and reducing 195 holdings. Its most notable exit was State Street SPDR Portfolio Intermediate Term Corporate Bond ETF, an estimated $251K position sold in full.

By sector, the portfolio is most concentrated in Healthcare at 4.8% of assets, up from 4.3% a quarter earlier, followed by Technology and Financials.

Against the trend, Clearview Wealth Advisors opened a new position in Vanguard ESG US Stock ETF worth $1.78M.

  • Clearview Wealth Advisors's largest Q4 2022 buy was Vanguard ESG US Stock ETF: 27,049 shares worth $1.78M.
  • Clearview Wealth Advisors added most to Vanguard S&P 500 ETF in Q4 2022, an estimated $2.95M increase.
  • Clearview Wealth Advisors's biggest Q4 2022 reduction was iShares US Treasury Bond ETF, cutting an estimated $4.48M.
  • Clearview Wealth Advisors fully exited State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2022, selling an estimated $251K.
  • Clearview Wealth Advisors's ten largest holdings make up 43% of its $129M portfolio in Q4 2022.
  • Clearview Wealth Advisors opened 42 new positions and closed 48 in Q4 2022.
  • Clearview Wealth Advisors's portfolio value rose 2.6% quarter-over-quarter to $129M.

Based on Clearview Wealth Advisors's 13F filing for Q4 2022, filed 31 Jan 2023.