CWA
Clearview Wealth Advisors Portfolio holdings
AUM
$144M
This Quarter Return
+7.64%
1 Year Return
+11.7%
3 Year Return
+39.05%
5 Year Return
–
10 Year Return
–
AUM
$149M
AUM Growth
–
Cap. Flow
+$149M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
40.28%
Holding
595
New
595
Increased
–
Reduced
–
Closed
–
Top Buys
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 5.32% |
| 2 | Consumer Staples | 3.62% |
| 3 | Financials | 3.45% |
| 4 | Healthcare | 3.4% |
| 5 | Industrials | 2.78% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
76
General Mills
GIS
$26.4B
| $365K | 0.25% |
+6,211
| New | +$365K |
|
77
Dollar General
DG
$24.2B
| $362K | 0.24% |
+1,719
| New | +$362K |
|
78
Amgen
AMGN
$152B
| $351K | 0.24% |
+1,526
| New | +$351K |
|
79
PPL Corp
PPL
$26.7B
| $343K | 0.23% |
+12,155
| New | +$343K |
|
80
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$41.9B
| $338K | 0.23% |
+3,691
| New | +$338K |
|
81
W.P. Carey
WPC
$14.5B
| $333K | 0.22% |
+4,720
| New | +$333K |
|
82
Schwab Short-Term US Treasury ETF
SCHO
$11.7B
| $328K | 0.22% |
+6,380
| New | +$328K |
|
83
Kimberly-Clark
KMB
$42.3B
| $325K | 0.22% |
+2,407
| New | +$325K |
|
84
iShares Core S&P Small-Cap ETF
IJR
$84.1B
| $323K | 0.22% |
+3,518
| New | +$323K |
|
85
iShares Short Treasury Bond ETF
SHV
$20.7B
| $316K | 0.21% |
+2,855
| New | +$316K |
|
86
iShares ESG Aware MSCI EM ETF
ESGE
$5.1B
| $311K | 0.21% |
+7,411
| New | +$311K |
|
87
Leggett & Platt
LEG
$1.27B
| $304K | 0.2% |
+6,851
| New | +$304K |
|
88
Verizon
VZ
$183B
| $304K | 0.2% |
+5,170
| New | +$304K |
|
89
Nucor
NUE
$33.1B
| $289K | 0.19% |
+5,442
| New | +$289K |
|
90
iShares Broad USD High Yield Corporate Bond ETF
USHY
$25.2B
| $286K | 0.19% |
+6,943
| New | +$286K |
|
91
PepsiCo
PEP
$202B
| $284K | 0.19% |
+1,918
| New | +$284K |
|
92
Chubb
CB
$110B
| $283K | 0.19% |
+1,840
| New | +$283K |
|
93
Invesco KBW Bank ETF
KBWB
$4.84B
| $278K | 0.19% |
+5,516
| New | +$278K |
|
94
Kinder Morgan
KMI
$59.2B
| $272K | 0.18% |
+19,880
| New | +$272K |
|
95
PayPal
PYPL
$66.2B
| $271K | 0.18% |
+1,158
| New | +$271K |
|
96
M&T Bank
MTB
$31B
| $259K | 0.17% |
+2,031
| New | +$259K |
|
|
WIZ
97
DELISTED
Alpha Architect Merlyn.AI Bull-Rider Bear-Fighter ETF
WIZ
| $255K | 0.17% |
+7,646
| New | +$255K |
|
98
Clorox
CLX
$14.9B
| $251K | 0.17% |
+1,242
| New | +$251K |
|
99
Home Depot
HD
$405B
| $249K | 0.17% |
+937
| New | +$249K |
|
100
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$29.5B
| $232K | 0.16% |
+1,679
| New | +$232K |
|