CWA
Clearview Wealth Advisors Portfolio holdings
AUM
$144M
This Quarter Return
-3.72%
1 Year Return
+11.7%
3 Year Return
+39.05%
5 Year Return
–
10 Year Return
–
AUM
$80.8M
AUM Growth
+$80.8M
(-18%)
Cap. Flow
-$14.2M
Cap. Flow
% of AUM
-17.62%
Top 10 Holdings %
Top 10 Hldgs %
30.15%
Holding
703
New
14
Increased
34
Reduced
63
Closed
584
Top Buys
| 1 |
SPDR Bloomberg High Yield Bond ETF
JNK
|
$2.35M |
| 2 |
SPDR Bloomberg International Corporate Bond ETF
IBND
|
$2.3M |
| 3 |
Sprouts Farmers Market
SFM
|
$870K |
| 4 |
iShares Core S&P Mid-Cap ETF
IJH
|
$863K |
| 5 |
RPM International
RPM
|
$854K |
Top Sells
Sector Composition
| 1 | Technology | 11.81% |
| 2 | Healthcare | 8.54% |
| 3 | Consumer Staples | 8.11% |
| 4 | Industrials | 7.83% |
| 5 | Energy | 3.83% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
76
iShares MSCI ACWI ETF
ACWI
$22B
| $347K | 0.43% |
3,753
-46
| -1% | -$4.25K |
|
77
Amazon
AMZN
$2.41T
| $344K | 0.43% |
2,707
-628
| -19% | -$79.8K |
|
78
Dorian LPG
LPG
$1.3B
| $342K | 0.42% |
11,897
+11,862
| +33,891% | +$341K |
|
79
Honeywell
HON
$136B
| $333K | 0.41% |
1,802
-71
| -4% | -$13.1K |
|
80
Deere & Co
DE
$127B
| $327K | 0.4% |
866
-39
| -4% | -$14.7K |
|
81
Stride
LRN
$6.97B
| $327K | 0.4% |
+7,252
| New | +$327K |
|
82
Sunstone Hotel Investors
SHO
$1.8B
| $322K | 0.4% |
+34,449
| New | +$322K |
|
83
iShares S&P 500 Growth ETF
IVW
$63.2B
| $320K | 0.4% |
4,671
+3,047
| +188% | +$208K |
|
84
iShares US Technology ETF
IYW
$22.9B
| $316K | 0.39% |
3,015
-2,442
| -45% | -$256K |
|
85
Vanguard Dividend Appreciation ETF
VIG
$95.1B
| $316K | 0.39% |
2,034
-281
| -12% | -$43.7K |
|
86
Invesco S&P 500 Low Volatility ETF
SPLV
$7.97B
| $311K | 0.38% |
5,286
-1,703
| -24% | -$100K |
|
87
John Wiley & Sons Class A
WLY
$2.12B
| $305K | 0.38% |
+8,208
| New | +$305K |
|
88
Kinder Morgan
KMI
$59.4B
| $304K | 0.38% |
18,315
-542
| -3% | -$8.99K |
|
89
Strategy Shares Nasdaq 7HANDL Index ETF
HNDL
$673M
| $299K | 0.37% |
15,636
-1,449
| -8% | -$27.7K |
|
90
Cigna
CI
$80.2B
| $295K | 0.36% |
1,030
| – | – |
|
91
TE Connectivity
TEL
$60.9B
| $294K | 0.36% |
2,380
-75
| -3% | -$9.27K |
|
92
Schwab 5-10 Year Corporate Bond ETF
SCHI
$9.12B
| $288K | 0.36% |
13,630
+13,146
| +2,716% | +$277K |
|
93
Group 1 Automotive
GPI
$6.09B
| $287K | 0.36% |
+1,067
| New | +$287K |
|
94
Dave & Buster's
PLAY
$838M
| $285K | 0.35% |
7,686
+7,676
| +76,760% | +$285K |
|
95
General Mills
GIS
$26.6B
| $284K | 0.35% |
4,439
-8,936
| -67% | -$572K |
|
96
Nu Skin
NUS
$596M
| $275K | 0.34% |
+12,962
| New | +$275K |
|
97
PNC Financial Services
PNC
$80.7B
| $272K | 0.34% |
2,214
-62
| -3% | -$7.61K |
|
98
ICF International
ICFI
$1.77B
| $268K | 0.33% |
+2,219
| New | +$268K |
|
99
iShares Core S&P Small-Cap ETF
IJR
$84.4B
| $266K | 0.33% |
2,823
-596
| -17% | -$56.2K |
|
100
Extreme Networks
EXTR
$2.87B
| $264K | 0.33% |
+10,912
| New | +$264K |
|