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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
-1.06%
1 Year Est. Return
+14.25%
3 Year Est. Return
+45.19%
5 Year Est. Return
+48.56%
10 Year Est. Return
–
AUM
$132M
AUM Growth
+$1.8M
Cap. Flow
+$3.84M
Cap. Flow %
2.92%
Top 10 Hldgs %
51.66%
Holding
99
New
4
Increased
36
Reduced
50
Closed
4

Top Buys

Rank Stock Value
1
JAAA icon
Janus Henderson AAA CLO ETF
JAAA
+$1.66M
2
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$884K
3
APO icon
Apollo Global Management
APO
+$656K
4
CGCP icon
Capital Group Core Plus Income ETF
CGCP
+$646K
5
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$471K

Top Sells

Rank Stock Value
1
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$663K
2
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$337K
3
HEFA icon
iShares Currency Hedged MSCI EAFE ETF
HEFA
+$327K
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$301K
5
HSY icon
Hershey
HSY
+$225K

Sector Composition

Rank Sector Weight
1 Technology 4.41%
2 Financials 3.03%
3 Consumer Staples 2.46%
4 Industrials 2.09%
5 Healthcare 1.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NUE icon
51
Nucor
NUE
$56.4B
$487K 0.37%
4,173
-39
-0.9% -$5.61K
HON icon
52
Honeywell
HON
$77.1B
$485K 0.37%
2,280
+614
+37% +$128K
WM icon
53
Waste Management
WM
$95.9B
$484K 0.37%
2,397
-24
-1% -$5.16K
NSC icon
54
Norfolk Southern
NSC
$78.8B
$475K 0.36%
2,024
-22
-1% -$5.59K
PPL
55
PPL Corp
PPL
$27.3B
$472K 0.36%
14,533
-126
-0.9% -$4.15K
EMR icon
56
Emerson Electric
EMR
$82.9B
$447K 0.34%
3,604
-31
-0.9% -$3.76K
KMI icon
57
Kinder Morgan
KMI
$73.1B
$443K 0.34%
16,165
-109
-0.7% -$2.84K
ACWI icon
58
iShares MSCI ACWI ETF
ACWI
$32.6B
$440K 0.33%
3,742
– –
IEMG icon
59
iShares Core MSCI Emerging Markets ETF
IEMG
$149B
$424K 0.32%
8,114
-5,443
-40% -$301K
CB icon
60
Chubb
CB
$140B
$411K 0.31%
1,487
-15
-1% -$4.26K
PG icon
61
Procter & Gamble
PG
$343B
$411K 0.31%
2,449
-196
-7% -$33.4K
LOW icon
62
Lowe's Companies
LOW
$116B
$407K 0.31%
1,651
-12
-0.7% -$3.21K
FNDA icon
63
Schwab Fundamental US Small Company Index ETF
FNDA
$9.17B
$407K 0.31%
13,717
+239
+2% +$7.3K
GLD icon
64
SPDR Gold Trust
GLD
$131B
$398K 0.3%
1,642
-43
-3% -$10.6K
PNC icon
65
PNC Financial Services
PNC
$100B
$380K 0.29%
1,969
-14
-0.7% -$2.75K
BRK.B icon
66
Berkshire Hathaway Class B
BRK.B
$1.07T
$371K 0.28%
818
-199
-20% -$91.9K
MRK icon
67
Merck
MRK
$324B
$363K 0.28%
3,653
-29
-0.8% -$2.99K
FNDE icon
68
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
$9.46B
$351K 0.27%
12,070
+163
+1% +$5.08K
PEP icon
69
PepsiCo
PEP
$186B
$348K 0.26%
2,287
-18
-0.8% -$2.95K
BMY icon
70
Bristol-Myers Squibb
BMY
$127B
$340K 0.26%
6,011
-68
-1% -$3.8K
VYM icon
71
Vanguard High Dividend Yield ETF
VYM
$81.1B
$338K 0.26%
2,646
+228
+9% +$29.7K
SCHW
72
Charles Schwab
SCHW
$177B
$327K 0.25%
4,413
-31
-0.7% -$2.32K
DE icon
73
Deere & Co
DE
$170B
$320K 0.24%
756
-8
-1% -$3.37K
DGRW icon
74
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$16.6B
$319K 0.24%
3,939
-375
-9% -$31.4K
ABT icon
75
Abbott
ABT
$180B
$307K 0.23%
2,714
-22
-0.8% -$2.54K
1 2
3
4

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ACA
AG Campbell Advisory Baltimore, Maryland $158M AUM
SW
Schulz Wealth Mansfield, Texas $156M AUM 13.29% 1-Year Est. Return
AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return
PWA
Principia Wealth Advisory Dallas, Texas $160M AUM 37.01% 1-Year Est. Return
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 2024 Portfolio in Review

As of Q4 2024, Clearview Wealth Advisors held 99 positions worth $132M, up 1.4% from $130M the previous quarter. Its ten largest holdings account for 52% of the portfolio.

Clearview Wealth Advisors's Q4 2024 filing shows 4 new, 36 increased, 50 reduced and 4 closed positions. Its largest new stake was Janus Henderson AAA CLO ETF: 32,590 shares worth $1.65M. The largest sale was State Street SPDR Portfolio S&P 500 ETF, an estimated $663K.

By sector, the portfolio is most concentrated in Technology at 4.4% of assets, up from 4.3% a quarter earlier, followed by Financials and Consumer Staples.

  • Clearview Wealth Advisors's largest Q4 2024 buy was Janus Henderson AAA CLO ETF: 32,590 shares worth $1.65M.
  • Clearview Wealth Advisors added most to iShares MSCI EAFE Value ETF in Q4 2024, an estimated $884K increase.
  • Clearview Wealth Advisors's biggest Q4 2024 reduction was State Street SPDR Portfolio S&P 500 ETF, cutting an estimated $663K.
  • Clearview Wealth Advisors fully exited iShares Currency Hedged MSCI EAFE ETF in Q4 2024, selling an estimated $327K.
  • Clearview Wealth Advisors's ten largest holdings make up 52% of its $132M portfolio in Q4 2024.
  • Clearview Wealth Advisors opened 4 new positions and closed 4 in Q4 2024.
  • Clearview Wealth Advisors's portfolio value rose 1.4% quarter-over-quarter to $132M.

Based on Clearview Wealth Advisors's 13F filing for Q4 2024, filed 24 Jan 2025.