CWA

Clearview Wealth Advisors Portfolio holdings

AUM $144M
This Quarter Return
+4.68%
1 Year Return
+11.7%
3 Year Return
+39.05%
5 Year Return
–
10 Year Return
–
AUM
$162M
AUM Growth
+$162M
Cap. Flow
+$1.3M
Cap. Flow %
0.8%
Top 10 Hldgs %
38.73%
Holding
700
New
64
Increased
191
Reduced
136
Closed
30

Top Buys

1
IUSB icon
iShares Core Total USD Bond Market ETF
IUSB
$2.94M
2
COMT icon
iShares GSCI Commodity Dynamic Roll Strategy ETF
COMT
$2.19M
3
IXG icon
iShares Global Financials ETF
IXG
$2.09M
4
SCHJ icon
Schwab 1-5 Year Corporate Bond ETF
SCHJ
$1.41M
5
VRP icon
Invesco Variable Rate Preferred ETF
VRP
$1.02M

Top Sells

1
SCHI icon
Schwab 5-10 Year Corporate Bond ETF
SCHI
$3.43M
2
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$1.62M
3
IHI icon
iShares US Medical Devices ETF
IHI
$988K
4
FTEC icon
Fidelity MSCI Information Technology Index ETF
FTEC
$975K
5
IVOL icon
Quadratic Interest Rate Volatility and Inflation Hedge ETF
IVOL
$944K

Sector Composition

1 Technology 5.73%
2 Financials 4.31%
3 Healthcare 3.55%
4 Consumer Staples 3.42%
5 Industrials 2.92%
Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
LEG icon
76
Leggett & Platt
LEG
$1.28B
$439K 0.27%
8,480
+997
+13% +$51.6K
MUNI icon
77
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI
$2.11B
$432K 0.27%
7,601
+963
+15% +$54.7K
IGSB icon
78
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$21.6B
$431K 0.27%
7,860
-29,629
-79% -$1.62M
PYPL icon
79
PayPal
PYPL
$66.5B
$425K 0.26%
1,459
+12
+0.8% +$3.5K
SPIB icon
80
SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$10.7B
$417K 0.26%
11,362
-16,440
-59% -$603K
NEAR icon
81
iShares Short Maturity Bond ETF
NEAR
$3.51B
$397K 0.25%
7,907
-5,490
-41% -$276K
GIS icon
82
General Mills
GIS
$26.6B
$380K 0.23%
6,238
+53
+0.9% +$3.23K
AMGN icon
83
Amgen
AMGN
$153B
$378K 0.23%
1,551
-190
-11% -$46.3K
ACWI icon
84
iShares MSCI ACWI ETF
ACWI
$22B
$372K 0.23%
3,671
-812
-18% -$82.3K
KMI icon
85
Kinder Morgan
KMI
$59.4B
$355K 0.22%
19,474
+63
+0.3% +$1.15K
WPC icon
86
W.P. Carey
WPC
$14.6B
$349K 0.22%
4,772
-7
-0.1% -$512
PPL icon
87
PPL Corp
PPL
$26.8B
$336K 0.21%
12,009
-37
-0.3% -$1.04K
BIL icon
88
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$41.9B
$325K 0.2%
3,557
– –
QUAL icon
89
iShares MSCI USA Quality Factor ETF
QUAL
$54.1B
$323K 0.2%
2,431
-690
-22% -$91.7K
KMB icon
90
Kimberly-Clark
KMB
$42.5B
$322K 0.2%
2,403
+2
+0.1% +$268
SHM icon
91
SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
$3.44B
$317K 0.2%
6,400
-1,950
-23% -$96.6K
IJR icon
92
iShares Core S&P Small-Cap ETF
IJR
$84.4B
$316K 0.2%
2,796
-607
-18% -$68.6K
HD icon
93
Home Depot
HD
$406B
$313K 0.19%
981
+46
+5% +$14.7K
DG icon
94
Dollar General
DG
$24.1B
$301K 0.19%
1,390
-15
-1% -$3.25K
FMHI icon
95
First Trust Municipal High Income ETF
FMHI
$748M
$297K 0.18%
+5,289
New +$297K
MTB icon
96
M&T Bank
MTB
$31B
$294K 0.18%
2,025
+2
+0.1% +$290
CB icon
97
Chubb
CB
$111B
$291K 0.18%
1,831
– –
GOOGL icon
98
Alphabet (Google) Class A
GOOGL
$2.79T
$288K 0.18%
2,360
– –
COP icon
99
ConocoPhillips
COP
$118B
$277K 0.17%
4,555
+343
+8% +$20.9K
IGHG icon
100
ProShares Investment Grade-Interest Rate Hedged
IGHG
$263M
$274K 0.17%
+3,582
New +$274K
2 3
4
5 6