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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
-0.58%
1 Year Est. Return
+14.25%
3 Year Est. Return
+45.19%
5 Year Est. Return
+48.56%
10 Year Est. Return
–
AUM
$134M
AUM Growth
+$2.29M
Cap. Flow
+$3.5M
Cap. Flow %
2.61%
Top 10 Hldgs %
50.46%
Holding
104
New
9
Increased
22
Reduced
61
Closed
5

Top Buys

Rank Stock Value
1
JAAA icon
Janus Henderson AAA CLO ETF
JAAA
+$4.31M
2
APO icon
Apollo Global Management
APO
+$2.68M
3
XTEN icon
BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF
XTEN
+$901K
4
XLG icon
Invesco S&P 500 Top 50 ETF
XLG
+$578K
5
SPMO icon
Invesco S&P 500 Momentum ETF
SPMO
+$565K

Top Sells

Rank Stock Value
1
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$946K
2
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$851K
3
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$710K
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$577K
5
CGGR icon
Capital Group Growth ETF
CGGR
+$505K

Sector Composition

Rank Sector Weight
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
$450B
$534K 0.4%
8,656
-254
-3% -$15.6K
SPMO icon
52
Invesco S&P 500 Momentum ETF
SPMO
$21.1B
$534K 0.4%
+5,771
New +$565K
WM icon
53
Waste Management
WM
$95.9B
$533K 0.4%
2,304
-93
-4% -$20.6K
PPL
54
PPL Corp
PPL
$27.3B
$509K 0.38%
14,095
-438
-3% -$14.9K
QCOM icon
55
Qualcomm
QCOM
$176B
$489K 0.37%
3,182
-27
-0.8% -$4.4K
NUE icon
56
Nucor
NUE
$56.4B
$486K 0.36%
4,042
-131
-3% -$16.9K
LMT icon
57
Lockheed Martin
LMT
$134B
$478K 0.36%
1,069
-37
-3% -$17K
GLD icon
58
SPDR Gold Trust
GLD
$131B
$473K 0.35%
1,642
– –
NSC icon
59
Norfolk Southern
NSC
$78.8B
$464K 0.35%
1,959
-65
-3% -$15.8K
KMI icon
60
Kinder Morgan
KMI
$73.1B
$449K 0.34%
15,724
-441
-3% -$12.2K
HON icon
61
Honeywell
HON
$77.1B
$444K 0.33%
2,226
-54
-2% -$10.9K
BRK.B icon
62
Berkshire Hathaway Class B
BRK.B
$1.07T
$436K 0.33%
818
– –
ACWI icon
63
iShares MSCI ACWI ETF
ACWI
$32.6B
$436K 0.33%
3,742
– –
CB icon
64
Chubb
CB
$140B
$435K 0.33%
1,440
-47
-3% -$13.1K
PG icon
65
Procter & Gamble
PG
$343B
$408K 0.3%
2,391
-58
-2% -$9.71K
MTB icon
66
M&T Bank
MTB
$36.2B
$395K 0.3%
2,212
+628
+40% +$119K
FNDA icon
67
Schwab Fundamental US Small Company Index ETF
FNDA
$9.17B
$384K 0.29%
14,035
+318
+2% +$9.3K
FNDE icon
68
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
$9.46B
$383K 0.29%
12,441
+371
+3% +$11.2K
EMR icon
69
Emerson Electric
EMR
$82.9B
$383K 0.29%
3,490
-114
-3% -$13.7K
LOW icon
70
Lowe's Companies
LOW
$116B
$372K 0.28%
1,596
-55
-3% -$13.5K
BMY icon
71
Bristol-Myers Squibb
BMY
$127B
$355K 0.27%
5,820
-191
-3% -$11.1K
ABT icon
72
Abbott
ABT
$180B
$348K 0.26%
2,627
-87
-3% -$11.1K
DE icon
73
Deere & Co
DE
$170B
$343K 0.26%
731
-25
-3% -$11.7K
CI icon
74
Cigna
CI
$76.6B
$339K 0.25%
1,030
– –
VYM icon
75
Vanguard High Dividend Yield ETF
VYM
$81.1B
$335K 0.25%
2,596
-50
-2% -$6.54K
1 2
3
4 5

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ACA
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SW
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AIMU
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PWA
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CNFG
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USWG
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PW
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SA
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Clearview Wealth Advisors's Q1 2025 Portfolio in Review

As of Q1 2025, Clearview Wealth Advisors held 104 positions worth $134M, up 1.7% from $132M the previous quarter. Its ten largest holdings account for 50% of the portfolio.

Clearview Wealth Advisors's Q1 2025 filing shows 9 new, 22 increased, 61 reduced and 5 closed positions. Its largest new stake was BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF: 19,778 shares worth $921K. The largest sale was iShares Core Universal USD Bond ETF, an estimated $946K.

By sector, the portfolio is most concentrated in Financials at 4.6% of assets, up from 3% a quarter earlier, followed by Technology and Consumer Staples.

  • Clearview Wealth Advisors's largest Q1 2025 buy was BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF: 19,778 shares worth $921K.
  • Clearview Wealth Advisors added most to Janus Henderson AAA CLO ETF in Q1 2025, an estimated $4.31M increase.
  • Clearview Wealth Advisors's biggest Q1 2025 reduction was iShares Core Universal USD Bond ETF, cutting an estimated $946K.
  • Clearview Wealth Advisors fully exited iShares 20+ Year Treasury Bond ETF in Q1 2025, selling an estimated $710K.
  • Clearview Wealth Advisors's ten largest holdings make up 50% of its $134M portfolio in Q1 2025.
  • Clearview Wealth Advisors opened 9 new positions and closed 5 in Q1 2025.
  • Clearview Wealth Advisors's portfolio value rose 1.7% quarter-over-quarter to $134M.

Based on Clearview Wealth Advisors's 13F filing for Q1 2025, filed 23 Apr 2025.