CWA
Clearview Wealth Advisors Portfolio holdings
AUM
$144M
This Quarter Return
+1.63%
1 Year Return
+11.7%
3 Year Return
+39.05%
5 Year Return
–
10 Year Return
–
AUM
$115M
AUM Growth
+$115M
(+17%)
Cap. Flow
+$16.3M
Cap. Flow
% of AUM
14.22%
Top 10 Holdings %
Top 10 Hldgs %
50.23%
Holding
125
New
21
Increased
8
Reduced
61
Closed
30
Top Buys
| 1 |
Capital Group Core Plus Income ETF
CGCP
|
$9.9M |
| 2 |
Capital Group Dividend Value ETF
CGDV
|
$7.8M |
| 3 |
Capital Group Growth ETF
CGGR
|
$5.63M |
| 4 |
Schwab US Aggregate Bond ETF
SCHZ
|
$4.67M |
| 5 |
Schwab US Large- Cap ETF
SCHX
|
$3.96M |
Top Sells
Sector Composition
| 1 | Technology | 5.01% |
| 2 | Financials | 2.93% |
| 3 | Consumer Staples | 2.9% |
| 4 | Healthcare | 2.29% |
| 5 | Industrials | 2.25% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
Schwab Emerging Markets Equity ETF
SCHE
$10.7B
| $456K | 0.4% |
+17,186
| New | +$456K |
|
52
Norfolk Southern
NSC
$62.8B
| $454K | 0.4% |
2,116
-102
| -5% | -$21.9K |
|
53
Procter & Gamble
PG
$368B
| $446K | 0.39% |
2,705
-91
| -3% | -$15K |
|
54
Cisco
CSCO
$274B
| $443K | 0.39% |
9,327
-439
| -4% | -$20.9K |
|
55
Berkshire Hathaway Class B
BRK.B
$1.09T
| $433K | 0.38% |
1,064
| – | – |
|
56
iShares MSCI ACWI ETF
ACWI
$22B
| $421K | 0.37% |
3,742
| – | – |
|
57
PPL Corp
PPL
$27B
| $415K | 0.36% |
14,994
-702
| -4% | -$19.4K |
|
58
Emerson Electric
EMR
$74.3B
| $414K | 0.36% |
3,756
-183
| -5% | -$20.2K |
|
59
Chubb
CB
$110B
| $394K | 0.34% |
1,544
-72
| -4% | -$18.4K |
|
60
PepsiCo
PEP
$204B
| $387K | 0.34% |
2,346
-88
| -4% | -$14.5K |
|
61
Lowe's Companies
LOW
$145B
| $375K | 0.33% |
1,703
-77
| -4% | -$17K |
|
62
iShares Core MSCI Emerging Markets ETF
IEMG
$102B
| $367K | 0.32% |
6,852
-15,800
| -70% | -$846K |
|
63
SPDR Gold Trust
GLD
$107B
| $362K | 0.32% |
1,685
-2,242
| -57% | -$482K |
|
64
Honeywell
HON
$139B
| $349K | 0.3% |
1,635
-81
| -5% | -$17.3K |
|
65
Mondelez International
MDLZ
$79.5B
| $341K | 0.3% |
5,209
-273
| -5% | -$17.9K |
|
66
Cigna
CI
$80.3B
| $340K | 0.3% |
1,030
| – | – |
|
67
Vanguard High Dividend Yield ETF
VYM
$64B
| $338K | 0.29% |
2,847
-22
| -0.8% | -$2.61K |
|
68
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$16.3B
| $337K | 0.29% |
4,312
-358
| -8% | -$27.9K |
|
69
Kinder Morgan
KMI
$60B
| $336K | 0.29% |
16,887
-777
| -4% | -$15.4K |
|
70
Charles Schwab
SCHW
$174B
| $335K | 0.29% |
4,544
-208
| -4% | -$15.3K |
|
71
Schwab Fundamental US Small Company Index ETF
FNDA
$8.89B
| $334K | 0.29% |
+6,085
| New | +$334K |
|
72
TE Connectivity
TEL
$61B
| $327K | 0.29% |
2,175
-103
| -5% | -$15.5K |
|
73
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
$7.35B
| $320K | 0.28% |
+10,807
| New | +$320K |
|
74
PNC Financial Services
PNC
$81.7B
| $315K | 0.27% |
2,024
-95
| -4% | -$14.8K |
|
75
Abbott
ABT
$231B
| $296K | 0.26% |
2,845
-138
| -5% | -$14.3K |
|