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CWA
Clearview Wealth Advisors Portfolio holdings
AUM
$158M
1-Year Est. Return
14.25%
This Fund
S&P 500
This Quarter
Est. Return
+7.64%
1 Year Est. Return
+14.25%
3 Year Est. Return
+45.19%
5 Year Est. Return
+48.56%
10 Year Est. Return
–
AUM
$149M
AUM Growth
–
Cap. Flow
+$144M
Cap. Flow
% of AUM
96.83%
Top 10 Holdings %
Top 10 Hldgs %
40.28%
Holding
595
New
593
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares ESG Aware MSCI USA ETF
ESGU
|
+$11M |
| 2 |
iShares US Treasury Bond ETF
GOVT
|
+$8.52M |
| 3 |
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
|
+$8.4M |
| 4 |
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
|
+$5.44M |
| 5 |
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
|
+$5.4M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 75.23% |
| 2 | Technology | 5.34% |
| 3 | Consumer Staples | 3.62% |
| 4 | Financials | 3.54% |
| 5 | Healthcare | 3.4% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
General Mills
GIS
$19.7B
| $365K | 0.25% |
+6,211
| New | +$376K |
|
77
Dollar General
DG
$27.1B
| $362K | 0.24% |
+1,719
| New | +$367K |
|
78
Amgen
AMGN
$203B
| $351K | 0.24% |
+1,526
| New | +$352K |
|
|
PPL
79
PPL Corp
PPL
$25.1B
| $343K | 0.23% |
+12,155
| New | +$345K |
|
80
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$47B
| $338K | 0.23% |
+3,691
| New | +$338K |
|
81
W.P. Carey
WPC
$15.2B
| $333K | 0.22% |
+4,819
| New | +$322K |
|
82
Schwab Short-Term US Treasury ETF
SCHO
$15.2B
| $328K | 0.22% |
+12,760
| New | +$328K |
|
83
Kimberly-Clark
KMB
$32.6B
| $325K | 0.22% |
+2,407
| New | +$337K |
|
84
iShares Core S&P Small-Cap ETF
IJR
$106B
| $323K | 0.22% |
+3,518
| New | +$289K |
|
85
iShares 0-1 Year Treasury Bond ETF
SHV
$21.1B
| $316K | 0.21% |
+2,855
| New | +$316K |
|
86
iShares ESG Aware MSCI EM ETF
ESGE
$6.81B
| $311K | 0.21% |
+7,411
| New | +$289K |
|
|
LEG
87
DELISTED
Leggett & Platt
LEG
| $304K | 0.2% |
+6,851
| New | +$294K |
|
88
Verizon
VZ
$207B
| $304K | 0.2% |
+5,170
| New | +$307K |
|
89
Nucor
NUE
$59.1B
| $289K | 0.19% |
+5,442
| New | +$281K |
|
90
iShares Broad USD High Yield Corporate Bond ETF
USHY
$28.3B
| $286K | 0.19% |
+6,943
| New | +$280K |
|
91
PepsiCo
PEP
$183B
| $284K | 0.19% |
+1,918
| New | +$273K |
|
92
Chubb
CB
$132B
| $283K | 0.19% |
+1,840
| New | +$258K |
|
93
Invesco KBW Bank ETF
KBWB
$6.55B
| $278K | 0.19% |
+5,516
| New | +$246K |
|
94
Kinder Morgan
KMI
$68.4B
| $272K | 0.18% |
+19,880
| New | +$266K |
|
95
PayPal
PYPL
$45.1B
| $271K | 0.18% |
+1,158
| New | +$240K |
|
96
M&T Bank
MTB
$32.6B
| $259K | 0.17% |
+2,031
| New | +$231K |
|
|
WIZ
97
DELISTED
Alpha Architect Merlyn.AI Bull-Rider Bear-Fighter ETF
WIZ
| $255K | 0.17% |
+7,646
| New | +$244K |
|
98
Clorox
CLX
$10.3B
| $251K | 0.17% |
+1,242
| New | +$257K |
|
99
Home Depot
HD
$302B
| $249K | 0.17% |
+937
| New | +$258K |
|
100
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$29.2B
| $232K | 0.16% |
+1,679
| New | +$229K |
|
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Clearview Wealth Advisors's Q4 2020 Portfolio in Review
Q4 2020 is the first quarter with a 13F filing on record for Clearview Wealth Advisors, which disclosed 595 positions worth $149M. Its ten largest holdings account for 40% of the portfolio.
Its largest position is iShares ESG Aware MSCI USA ETF: 134,922 shares worth $11.6M.
By sector, the portfolio is most concentrated in Miscellaneous at 75% of assets, followed by Technology and Consumer Staples.
- Clearview Wealth Advisors's largest Q4 2020 buy was iShares ESG Aware MSCI USA ETF: 134,922 shares worth $11.6M.
- Clearview Wealth Advisors's ten largest holdings make up 40% of its $149M portfolio in Q4 2020.
- Clearview Wealth Advisors disclosed 595 positions in Q4 2020, its first 13F filing on record.
Based on Clearview Wealth Advisors's 13F filing for Q4 2020, filed 21 Jan 2021.