CWA

Clearview Wealth Advisors Portfolio holdings

AUM $156M
1-Year Est. Return 11.36%
This Quarter Est. Return
1 Year Est. Return
+11.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$144M
AUM Growth
+$9.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$977K
2
+$918K
3
+$846K
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$758K
5
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$705K

Top Sells

1
+$3.21M
2
+$746K
3
+$530K
4
MRK icon
Merck
MRK
+$318K
5
HEFA icon
iShares Currency Hedged MSCI EAFE ETF
HEFA
+$253K

Sector Composition

1 Financials 4.68%
2 Technology 4.3%
3 Industrials 2.19%
4 Consumer Staples 2.13%
5 Energy 1.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
WM icon
51
Waste Management
WM
$86.5B
$528K 0.37%
2,306
+2
NUE icon
52
Nucor
NUE
$31.8B
$521K 0.36%
4,020
-22
JNJ icon
53
Johnson & Johnson
JNJ
$459B
$520K 0.36%
3,407
-6
QCOM icon
54
Qualcomm
QCOM
$182B
$504K 0.35%
3,164
-18
MCD icon
55
McDonald's
MCD
$218B
$499K 0.35%
1,708
-8
NSC icon
56
Norfolk Southern
NSC
$62.9B
$498K 0.35%
1,945
-14
LMT icon
57
Lockheed Martin
LMT
$112B
$493K 0.34%
1,065
-4
HON icon
58
Honeywell
HON
$137B
$488K 0.34%
2,097
-1
ACWI icon
59
iShares MSCI ACWI ETF
ACWI
$23.3B
$481K 0.34%
3,742
PPL icon
60
PPL Corp
PPL
$27.6B
$476K 0.33%
14,054
-41
GLD icon
61
SPDR Gold Trust
GLD
$131B
$470K 0.33%
1,542
-100
EMR icon
62
Emerson Electric
EMR
$74.7B
$462K 0.32%
3,466
-24
GLDM icon
63
SPDR Gold MiniShares Trust
GLDM
$22.3B
$460K 0.32%
7,019
-2,542
KMI icon
64
Kinder Morgan
KMI
$57.5B
$460K 0.32%
15,640
-84
MTB icon
65
M&T Bank
MTB
$28.9B
$430K 0.3%
2,215
+3
FNDA icon
66
Schwab Fundamental US Small Company Index ETF
FNDA
$9.31B
$425K 0.3%
14,827
+792
CB icon
67
Chubb
CB
$111B
$415K 0.29%
1,434
-6
FNDE icon
68
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
$7.97B
$407K 0.28%
12,337
-104
BRK.B icon
69
Berkshire Hathaway Class B
BRK.B
$1.06T
$397K 0.28%
818
SCHW icon
70
Charles Schwab
SCHW
$171B
$390K 0.27%
4,270
-6
PG icon
71
Procter & Gamble
PG
$357B
$380K 0.26%
2,383
-8
DELL icon
72
Dell
DELL
$106B
$379K 0.26%
3,091
+14
DE icon
73
Deere & Co
DE
$128B
$371K 0.26%
729
-2
ABT icon
74
Abbott
ABT
$221B
$355K 0.25%
2,610
-17
PNC icon
75
PNC Financial Services
PNC
$73.2B
$354K 0.25%
1,897
-8
1 2
3
4 5