CWA

Clearview Wealth Advisors Portfolio holdings

AUM $158M
1-Year Est. Return 14.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$158M
AUM Growth
+$1.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$1.08M
2
+$872K
3
+$797K
4
BAI
iShares A.I. Innovation and Tech Active ETF
BAI
+$704K
5
JAAA icon
Janus Henderson AAA CLO ETF
JAAA
+$489K

Top Sells

1
+$1.62M
2
+$1.02M
3
+$961K
4
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$719K
5
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$517K

Sector Composition

1 Financials 4.72%
2 Technology 3.81%
3 Industrials 1.83%
4 Consumer Staples 1.7%
5 Healthcare 1.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DELL icon
76
Dell
DELL
$97.1B
$364K 0.23%
2,890
-133
BRK.B icon
77
Berkshire Hathaway Class B
BRK.B
$1.08T
$363K 0.23%
723
-60
LOW icon
78
Lowe's Companies
LOW
$145B
$356K 0.23%
1,478
-71
GOOGL icon
79
Alphabet (Google) Class A
GOOGL
$3.64T
$332K 0.21%
1,060
-221
DGRW icon
80
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$16B
$323K 0.2%
3,613
+990
PG icon
81
Procter & Gamble
PG
$358B
$320K 0.2%
2,234
-74
DE icon
82
Deere & Co
DE
$166B
$316K 0.2%
678
-33
VIG icon
83
Vanguard Dividend Appreciation ETF
VIG
$103B
$313K 0.2%
1,425
+129
SCHP icon
84
Schwab US TIPS ETF
SCHP
$15.5B
$310K 0.2%
11,692
+1,711
ABT icon
85
Abbott
ABT
$193B
$303K 0.19%
2,422
-115
LEN icon
86
Lennar Class A
LEN
$26.3B
$300K 0.19%
2,921
-172
AOS icon
87
A.O. Smith
AOS
$10.1B
$289K 0.18%
4,319
-204
PEP icon
88
PepsiCo
PEP
$220B
$287K 0.18%
2,003
-75
BMY icon
89
Bristol-Myers Squibb
BMY
$127B
$287K 0.18%
5,326
-292
HSY icon
90
Hershey
HSY
$47B
$285K 0.18%
1,567
-60
CI icon
91
Cigna
CI
$75B
$283K 0.18%
1,030
EOG icon
92
EOG Resources
EOG
$70.3B
$275K 0.17%
2,617
-156
TSLA icon
93
Tesla
TSLA
$1.52T
$268K 0.17%
596
SPY icon
94
State Street SPDR S&P 500 ETF Trust
SPY
$690B
$265K 0.17%
389
+7
BND icon
95
Vanguard Total Bond Market
BND
$150B
$264K 0.17%
3,565
+454
AGG icon
96
iShares Core US Aggregate Bond ETF
AGG
$140B
$255K 0.16%
2,554
-377
MDLZ icon
97
Mondelez International
MDLZ
$74.6B
$243K 0.15%
4,522
-231
USMV icon
98
iShares MSCI USA Min Vol Factor ETF
USMV
$23.4B
$228K 0.14%
2,421
-336
SPLV icon
99
Invesco S&P 500 Low Volatility ETF
SPLV
$8.16B
$222K 0.14%
3,106
-648
SCHI icon
100
Schwab 5-10 Year Corporate Bond ETF
SCHI
$10.7B
$213K 0.14%
+9,289
1 2 3
4
5