CWA

Clearview Wealth Advisors Portfolio holdings

AUM $158M
1-Year Est. Return 14.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$156M
AUM Growth
+$12.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$1.17M
2
+$469K
3
+$437K
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$425K
5
CGDV icon
Capital Group Dividend Value ETF
CGDV
+$395K

Top Sells

1
+$260K
2
+$214K
3
+$73.5K
4
IYW icon
iShares US Technology ETF
IYW
+$58K
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$53K

Sector Composition

1 Financials 4.41%
2 Technology 4.13%
3 Industrials 1.99%
4 Consumer Staples 1.9%
5 Healthcare 1.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GLDM icon
51
SPDR Gold MiniShares Trust
GLDM
$31.4B
$577K 0.37%
7,542
+523
CSCO icon
52
Cisco
CSCO
$355B
$572K 0.37%
8,360
-236
NSC icon
53
Norfolk Southern
NSC
$68.2B
$568K 0.36%
1,892
-53
GLD icon
54
SPDR Gold Trust
GLD
$160B
$548K 0.35%
1,542
NUE icon
55
Nucor
NUE
$48.4B
$529K 0.34%
3,909
-111
LMT icon
56
Lockheed Martin
LMT
$129B
$518K 0.33%
1,037
-28
ACWI icon
57
iShares MSCI ACWI ETF
ACWI
$31B
$517K 0.33%
3,742
QCOM icon
58
Qualcomm
QCOM
$146B
$514K 0.33%
3,088
-76
PPL icon
59
PPL Corp
PPL
$28.9B
$508K 0.33%
13,674
-380
MCD icon
60
McDonald's
MCD
$215B
$506K 0.32%
1,666
-42
WM icon
61
Waste Management
WM
$90.3B
$495K 0.32%
2,241
-65
FNDA icon
62
Schwab Fundamental US Small Company Index ETF
FNDA
$10.1B
$487K 0.31%
15,618
+791
BAI
63
iShares A.I. Innovation and Tech Active ETF
BAI
$12.3B
$485K 0.31%
14,187
+2,134
FNDE icon
64
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
$9.45B
$468K 0.3%
12,947
+610
EMR icon
65
Emerson Electric
EMR
$81B
$442K 0.28%
3,371
-95
TEL icon
66
TE Connectivity
TEL
$62.9B
$435K 0.28%
1,981
-53
KMI icon
67
Kinder Morgan
KMI
$70.8B
$431K 0.28%
15,224
-416
HON icon
68
Honeywell
HON
$140B
$430K 0.28%
2,169
-56
DELL icon
69
Dell
DELL
$140B
$429K 0.27%
3,023
-68
MTB icon
70
M&T Bank
MTB
$32.1B
$427K 0.27%
2,161
-54
SCHW icon
71
Charles Schwab
SCHW
$160B
$397K 0.25%
4,158
-112
CB icon
72
Chubb
CB
$127B
$394K 0.25%
1,396
-38
BRK.B icon
73
Berkshire Hathaway Class B
BRK.B
$1.01T
$394K 0.25%
783
-35
LEN icon
74
Lennar Class A
LEN
$23.2B
$390K 0.25%
3,093
-34
LOW icon
75
Lowe's Companies
LOW
$139B
$389K 0.25%
1,549
-42
1 2
3
4 5