CWA

Clearview Wealth Advisors Portfolio holdings

AUM $144M
1-Year Est. Return 11.7%
This Quarter Est. Return
1 Year Est. Return
+11.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$134M
AUM Growth
+$2.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$4.31M
2
+$2.39M
3
+$921K
4
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$592K
5
XLG icon
Invesco S&P 500 Top 50 ETF
XLG
+$539K

Top Sells

1
+$957K
2
+$835K
3
+$710K
4
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$549K
5
CGGR icon
Capital Group Growth ETF
CGGR
+$462K

Sector Composition

1 Financials 4.63%
2 Technology 3.82%
3 Consumer Staples 2.43%
4 Industrials 2.2%
5 Healthcare 2.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CSCO icon
51
Cisco
CSCO
$279B
$534K 0.4%
8,656
-254
SPMO icon
52
Invesco S&P 500 Momentum ETF
SPMO
$16.8B
$534K 0.4%
+5,771
WM icon
53
Waste Management
WM
$86.8B
$533K 0.4%
2,304
-93
PPL icon
54
PPL Corp
PPL
$27.9B
$509K 0.38%
14,095
-438
QCOM icon
55
Qualcomm
QCOM
$180B
$489K 0.37%
3,182
-27
NUE icon
56
Nucor
NUE
$31.4B
$486K 0.36%
4,042
-131
LMT icon
57
Lockheed Martin
LMT
$118B
$478K 0.36%
1,069
-37
GLD icon
58
SPDR Gold Trust
GLD
$140B
$473K 0.35%
1,642
NSC icon
59
Norfolk Southern
NSC
$65.3B
$464K 0.35%
1,959
-65
KMI icon
60
Kinder Morgan
KMI
$61.2B
$449K 0.34%
15,724
-441
HON icon
61
Honeywell
HON
$131B
$444K 0.33%
2,098
-51
BRK.B icon
62
Berkshire Hathaway Class B
BRK.B
$1.07T
$436K 0.33%
818
ACWI icon
63
iShares MSCI ACWI ETF
ACWI
$23.1B
$436K 0.33%
3,742
CB icon
64
Chubb
CB
$107B
$435K 0.33%
1,440
-47
PG icon
65
Procter & Gamble
PG
$356B
$408K 0.3%
2,391
-58
MTB icon
66
M&T Bank
MTB
$28.5B
$395K 0.3%
2,212
+628
FNDA icon
67
Schwab Fundamental US Small Company Index ETF
FNDA
$9.16B
$384K 0.29%
14,035
+318
FNDE icon
68
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
$7.91B
$383K 0.29%
12,441
+371
EMR icon
69
Emerson Electric
EMR
$73.4B
$383K 0.29%
3,490
-114
LOW icon
70
Lowe's Companies
LOW
$136B
$372K 0.28%
1,596
-55
BMY icon
71
Bristol-Myers Squibb
BMY
$88.7B
$355K 0.27%
5,820
-191
ABT icon
72
Abbott
ABT
$225B
$348K 0.26%
2,627
-87
DE icon
73
Deere & Co
DE
$125B
$343K 0.26%
731
-25
CI icon
74
Cigna
CI
$81.9B
$339K 0.25%
1,030
VYM icon
75
Vanguard High Dividend Yield ETF
VYM
$65.4B
$335K 0.25%
2,596
-50
1 2
3
4 5