CWA
Clearview Wealth Advisors Portfolio holdings
AUM
$144M
This Quarter Return
-3.72%
1 Year Return
+11.7%
3 Year Return
+39.05%
5 Year Return
–
10 Year Return
–
AUM
$80.8M
AUM Growth
+$80.8M
(-18%)
Cap. Flow
-$14.2M
Cap. Flow
% of AUM
-17.62%
Top 10 Holdings %
Top 10 Hldgs %
30.15%
Holding
703
New
14
Increased
34
Reduced
63
Closed
584
Top Buys
| 1 |
SPDR Bloomberg High Yield Bond ETF
JNK
|
$2.35M |
| 2 |
SPDR Bloomberg International Corporate Bond ETF
IBND
|
$2.3M |
| 3 |
Sprouts Farmers Market
SFM
|
$870K |
| 4 |
iShares Core S&P Mid-Cap ETF
IJH
|
$863K |
| 5 |
RPM International
RPM
|
$854K |
Top Sells
Sector Composition
| 1 | Technology | 11.81% |
| 2 | Healthcare | 8.54% |
| 3 | Consumer Staples | 8.11% |
| 4 | Industrials | 7.83% |
| 5 | Energy | 3.83% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
Walmart
WMT
$793B
| $581K | 0.72% |
3,631
-418
| -10% | -$66.9K |
|
52
Consumer Discretionary Select Sector SPDR Fund
XLY
$23.2B
| $573K | 0.71% |
3,559
+3,494
| +5,375% | +$563K |
|
53
iShares US Treasury Bond ETF
GOVT
$27.8B
| $573K | 0.71% |
25,980
-20,753
| -44% | -$457K |
|
54
Materials Select Sector SPDR Fund
XLB
$5.46B
| $567K | 0.7% |
7,215
+7,198
| +42,341% | +$565K |
|
55
Cisco
CSCO
$268B
| $550K | 0.68% |
10,238
-278
| -3% | -$14.9K |
|
56
iShares US Real Estate ETF
IYR
$3.7B
| $543K | 0.67% |
6,945
+6,929
| +43,306% | +$541K |
|
57
iShares 20+ Year Treasury Bond ETF
TLT
$47.8B
| $540K | 0.67% |
6,094
-16,281
| -73% | -$1.44M |
|
58
McDonald's
MCD
$226B
| $524K | 0.65% |
1,991
-56
| -3% | -$14.8K |
|
59
NVIDIA
NVDA
$4.15T
| $517K | 0.64% |
1,188
-311
| -21% | -$135K |
|
60
Abbott
ABT
$230B
| $511K | 0.63% |
5,277
-101
| -2% | -$9.78K |
|
61
Vanguard High Dividend Yield ETF
VYM
$63.6B
| $488K | 0.6% |
4,720
-515
| -10% | -$53.2K |
|
62
Norfolk Southern
NSC
$62.4B
| $458K | 0.57% |
2,325
-186
| -7% | -$36.6K |
|
63
Mondelez International
MDLZ
$79.3B
| $436K | 0.54% |
6,286
-166
| -3% | -$11.5K |
|
64
Merck
MRK
$210B
| $430K | 0.53% |
4,178
-236
| -5% | -$24.3K |
|
65
Procter & Gamble
PG
$370B
| $423K | 0.52% |
2,903
-67
| -2% | -$9.77K |
|
66
Waste Management
WM
$90.4B
| $420K | 0.52% |
2,757
-68
| -2% | -$10.4K |
|
67
Lowe's Companies
LOW
$146B
| $415K | 0.51% |
1,998
-90
| -4% | -$18.7K |
|
68
Emerson Electric
EMR
$72.9B
| $407K | 0.5% |
4,217
-161
| -4% | -$15.6K |
|
69
Qualcomm
QCOM
$170B
| $406K | 0.5% |
3,652
-159
| -4% | -$17.7K |
|
70
Bristol-Myers Squibb
BMY
$96.7B
| $402K | 0.5% |
6,934
-632
| -8% | -$36.7K |
|
71
Swan Hedged Equity US Large Cap ETF
HEGD
$468M
| $390K | 0.48% |
21,530
-2,180
| -9% | -$39.5K |
|
72
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$16.3B
| $387K | 0.48% |
6,089
-1,071
| -15% | -$68K |
|
73
Chubb
CB
$111B
| $377K | 0.47% |
1,813
+8
| +0.4% | +$1.67K |
|
74
iShares Core MSCI Emerging Markets ETF
IEMG
$102B
| $374K | 0.46% |
7,867
-2,586
| -25% | -$123K |
|
75
Berkshire Hathaway Class B
BRK.B
$1.08T
| $362K | 0.45% |
1,032
-100
| -9% | -$35K |
|