CWA
Clearview Wealth Advisors Portfolio holdings
AUM
$144M
This Quarter Return
+3.74%
1 Year Return
+11.7%
3 Year Return
+39.05%
5 Year Return
–
10 Year Return
–
AUM
$98.7M
AUM Growth
+$98.7M
(-24%)
Cap. Flow
-$34.1M
Cap. Flow
% of AUM
-34.58%
Top 10 Holdings %
Top 10 Hldgs %
27.73%
Holding
725
New
98
Increased
145
Reduced
160
Closed
49
Top Buys
Top Sells
| 1 |
Schwab US Dividend Equity ETF
SCHD
|
$8.68M |
| 2 |
SPDR Portfolio S&P 500 ETF
SPLG
|
$7.32M |
| 3 |
iShares ESG Aware MSCI USA ETF
ESGU
|
$5.08M |
| 4 |
Schwab US Aggregate Bond ETF
SCHZ
|
$3.18M |
| 5 |
iShares Core Total USD Bond Market ETF
IUSB
|
$2.73M |
Sector Composition
| 1 | Technology | 9.46% |
| 2 | Industrials | 8.11% |
| 3 | Healthcare | 7.83% |
| 4 | Consumer Staples | 6.53% |
| 5 | Financials | 5.58% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
McDonald's
MCD
$224B
| $577K | 0.58% |
2,063
-757
| -27% | -$212K |
|
52
Consumer Discretionary Select Sector SPDR Fund
XLY
$23.1B
| $574K | 0.58% |
3,837
+3,782
| +6,876% | +$566K |
|
53
Vanguard High Dividend Yield ETF
VYM
$63.7B
| $569K | 0.58% |
5,392
-20,562
| -79% | -$2.17M |
|
54
Materials Select Sector SPDR Fund
XLB
$5.5B
| $569K | 0.58% |
+7,048
| New | +$569K |
|
55
Cisco
CSCO
$268B
| $555K | 0.56% |
10,625
-4,415
| -29% | -$231K |
|
56
Abbott
ABT
$227B
| $547K | 0.55% |
5,400
-6,077
| -53% | -$615K |
|
57
Norfolk Southern
NSC
$62.7B
| $539K | 0.55% |
2,541
-1,020
| -29% | -$216K |
|
58
iShares US Technology ETF
IYW
$22.8B
| $534K | 0.54% |
5,749
-6,147
| -52% | -$571K |
|
59
Invesco S&P 500 Low Volatility ETF
SPLV
$7.94B
| $490K | 0.5% |
7,854
-715
| -8% | -$44.6K |
|
60
Qualcomm
QCOM
$171B
| $488K | 0.49% |
3,826
-1,613
| -30% | -$206K |
|
61
Merck
MRK
$214B
| $475K | 0.48% |
4,466
-1,797
| -29% | -$191K |
|
62
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$16.3B
| $475K | 0.48% |
7,619
+459
| +6% | +$28.6K |
|
63
PNC Financial Services
PNC
$80.9B
| $469K | 0.48% |
3,692
-1,574
| -30% | -$200K |
|
64
Waste Management
WM
$90.5B
| $467K | 0.47% |
2,864
-1,218
| -30% | -$199K |
|
65
iShares Core S&P Small-Cap ETF
IJR
$85B
| $459K | 0.46% |
4,741
-4,835
| -50% | -$468K |
|
66
Mondelez International
MDLZ
$77.7B
| $451K | 0.46% |
6,469
+5,869
| +978% | +$409K |
|
67
Procter & Gamble
PG
$368B
| $445K | 0.45% |
2,990
-938
| -24% | -$139K |
|
68
NVIDIA
NVDA
$4.14T
| $430K | 0.44% |
1,548
-144
| -9% | -$40K |
|
69
General Mills
GIS
$26.4B
| $428K | 0.43% |
5,008
-1,653
| -25% | -$141K |
|
70
Lowe's Companies
LOW
$145B
| $425K | 0.43% |
2,123
+1,886
| +796% | +$377K |
|
71
Swan Hedged Equity US Large Cap ETF
HEGD
$467M
| $423K | 0.43% |
24,059
-1,386
| -5% | -$24.4K |
|
72
iShares MSCI USA Quality Factor ETF
QUAL
$54.1B
| $418K | 0.42% |
3,366
+1,117
| +50% | +$139K |
|
73
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.24B
| $400K | 0.41% |
9,606
-22,211
| -70% | -$926K |
|
74
iShares Fallen Angels USD Bond ETF
FALN
$1.86B
| $398K | 0.4% |
15,765
-16,902
| -52% | -$427K |
|
75
Strategy Shares Nasdaq 7HANDL Index ETF
HNDL
$673M
| $388K | 0.39% |
19,168
+194
| +1% | +$3.93K |
|