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
$156M
AUM Growth
+$12.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$1.18M
2
+$470K
3
+$455K
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$429K
5
CGDV icon
Capital Group Dividend Value ETF
CGDV
+$403K

Top Sells

1
+$260K
2
+$214K
3
+$76.4K
4
IYW icon
iShares US Technology ETF
IYW
+$62.1K
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$55.1K

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
EMB icon
76
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$16.7B
$388K 0.25%
4,081
+280
PNC icon
77
PNC Financial Services
PNC
$90.2B
$371K 0.24%
1,847
-50
VYM icon
78
Vanguard High Dividend Yield ETF
VYM
$71.5B
$359K 0.23%
2,550
PG icon
79
Procter & Gamble
PG
$338B
$355K 0.23%
2,308
-75
ABT icon
80
Abbott
ABT
$212B
$340K 0.22%
2,537
-73
AOS icon
81
A.O. Smith
AOS
$10.1B
$332K 0.21%
4,523
-126
DE icon
82
Deere & Co
DE
$139B
$325K 0.21%
711
-18
GOOGL icon
83
Alphabet (Google) Class A
GOOGL
$3.98T
$312K 0.2%
1,281
+41
EOG icon
84
EOG Resources
EOG
$57.1B
$311K 0.2%
2,773
-52
HSY icon
85
Hershey
HSY
$40.1B
$304K 0.19%
1,627
-32
MDLZ icon
86
Mondelez International
MDLZ
$73.9B
$297K 0.19%
4,753
-127
CI icon
87
Cigna
CI
$72.7B
$297K 0.19%
1,030
AGG icon
88
iShares Core US Aggregate Bond ETF
AGG
$137B
$294K 0.19%
2,931
+255
PEP icon
89
PepsiCo
PEP
$200B
$292K 0.19%
2,078
-47
VIG icon
90
Vanguard Dividend Appreciation ETF
VIG
$105B
$280K 0.18%
1,296
-6
SPLV icon
91
Invesco S&P 500 Low Volatility ETF
SPLV
$7.44B
$276K 0.18%
3,754
-152
SCHP icon
92
Schwab US TIPS ETF
SCHP
$14.7B
$269K 0.17%
9,981
-420
TSLA icon
93
Tesla
TSLA
$1.46T
$265K 0.17%
+596
USMV icon
94
iShares MSCI USA Min Vol Factor ETF
USMV
$23B
$262K 0.17%
2,757
-165
SPY icon
95
SPDR S&P 500 ETF Trust
SPY
$719B
$255K 0.16%
382
+1
BMY icon
96
Bristol-Myers Squibb
BMY
$112B
$253K 0.16%
5,618
-165
SCYB icon
97
Schwab High Yield Bond ETF
SCYB
$2.16B
$242K 0.16%
+9,060
DGRW icon
98
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$16.1B
$233K 0.15%
2,623
-305
BND icon
99
Vanguard Total Bond Market
BND
$147B
$231K 0.15%
3,111
WPC icon
100
W.P. Carey
WPC
$15.4B
$223K 0.14%
3,305
-94
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4
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