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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
-1.06%
1 Year Est. Return
+14.25%
3 Year Est. Return
+45.19%
5 Year Est. Return
+48.56%
10 Year Est. Return
–
AUM
$132M
AUM Growth
+$1.8M
Cap. Flow
+$3.84M
Cap. Flow %
2.92%
Top 10 Hldgs %
51.66%
Holding
99
New
4
Increased
36
Reduced
50
Closed
4

Top Buys

Rank Stock Value
1
JAAA icon
Janus Henderson AAA CLO ETF
JAAA
+$1.66M
2
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$884K
3
APO icon
Apollo Global Management
APO
+$656K
4
CGCP icon
Capital Group Core Plus Income ETF
CGCP
+$646K
5
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$471K

Top Sells

Rank Stock Value
1
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$663K
2
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$337K
3
HEFA icon
iShares Currency Hedged MSCI EAFE ETF
HEFA
+$327K
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$301K
5
HSY icon
Hershey
HSY
+$225K

Sector Composition

Rank Sector Weight
1 Technology 4.41%
2 Financials 3.03%
3 Consumer Staples 2.46%
4 Industrials 2.09%
5 Healthcare 1.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MDLZ icon
76
Mondelez International
MDLZ
$77.7B
$302K 0.23%
5,050
-45
-0.9% -$2.98K
TEL icon
77
TE Connectivity
TEL
$58.8B
$302K 0.23%
2,109
-19
-0.9% -$2.83K
MTB icon
78
M&T Bank
MTB
$36.2B
$298K 0.23%
1,584
-16
-1% -$3.18K
SPLV icon
79
Invesco S&P 500 Low Volatility ETF
SPLV
$7.2B
$297K 0.23%
4,249
-141
-3% -$10.2K
CI icon
80
Cigna
CI
$76.6B
$284K 0.22%
1,030
– –
SCHP icon
81
Schwab US TIPS ETF
SCHP
$16.3B
$284K 0.22%
10,994
+1,648
+18% +$43.3K
USMV icon
82
iShares MSCI USA Min Vol Factor ETF
USMV
$23.2B
$280K 0.21%
3,155
-143
-4% -$13.1K
AGG icon
83
iShares Core US Aggregate Bond ETF
AGG
$138B
$277K 0.21%
2,855
– –
VIG icon
84
Vanguard Dividend Appreciation ETF
VIG
$111B
$261K 0.2%
1,331
+22
+2% +$4.39K
EMB icon
85
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$14.9B
$257K 0.2%
2,891
+116
+4% +$10.6K
IJR icon
86
iShares Core S&P Small-Cap ETF
IJR
$109B
$243K 0.18%
2,106
-425
-17% -$50.8K
GIS icon
87
General Mills
GIS
$19.2B
$241K 0.18%
3,780
-142
-4% -$9.53K
IFRA icon
88
iShares US Infrastructure ETF
IFRA
$4.65B
$238K 0.18%
5,142
+33
+0.6% +$1.6K
GOOGL icon
89
Alphabet (Google) Class A
GOOGL
$3.91T
$234K 0.18%
1,237
+1
+0.1% +$175
BND icon
90
Vanguard Total Bond Market
BND
$157B
$227K 0.17%
3,159
+326
+12% +$23.8K
SCHI icon
91
Schwab 5-10 Year Corporate Bond ETF
SCHI
$11.4B
$222K 0.17%
10,041
+1,075
+12% +$24.2K
EOG icon
92
EOG Resources
EOG
$78B
$220K 0.17%
1,797
-15
-0.8% -$1.92K
AVGO icon
93
Broadcom
AVGO
$1.82T
$218K 0.17%
+941
New +$174K
SPY icon
94
State Street SPDR S&P 500 ETF Trust
SPY
$778B
$213K 0.16%
+363
New +$214K
WVVI icon
95
Willamette Valley Vineyards
WVVI
$13.5M
$52.2K 0.04%
15,574
– –
BROS icon
96
Dutch Bros
BROS
$8.78B
– –
-6,761
Closed -$217K
HEFA icon
97
iShares Currency Hedged MSCI EAFE ETF
HEFA
$7.44B
– –
-9,241
Closed -$327K
HSY icon
98
Hershey
HSY
$35.4B
– –
-1,172
Closed -$225K
WPC icon
99
W.P. Carey
WPC
$17.1B
– –
-3,567
Closed -$222K
1 2 3
4

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AIMU
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PWA
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CNFG
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USWG
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Clearview Wealth Advisors's Q4 2024 Portfolio in Review

As of Q4 2024, Clearview Wealth Advisors held 99 positions worth $132M, up 1.4% from $130M the previous quarter. Its ten largest holdings account for 52% of the portfolio.

Clearview Wealth Advisors's Q4 2024 filing shows 4 new, 36 increased, 50 reduced and 4 closed positions. Its largest new stake was Janus Henderson AAA CLO ETF: 32,590 shares worth $1.65M. The largest sale was State Street SPDR Portfolio S&P 500 ETF, an estimated $663K.

By sector, the portfolio is most concentrated in Technology at 4.4% of assets, up from 4.3% a quarter earlier, followed by Financials and Consumer Staples.

  • Clearview Wealth Advisors's largest Q4 2024 buy was Janus Henderson AAA CLO ETF: 32,590 shares worth $1.65M.
  • Clearview Wealth Advisors added most to iShares MSCI EAFE Value ETF in Q4 2024, an estimated $884K increase.
  • Clearview Wealth Advisors's biggest Q4 2024 reduction was State Street SPDR Portfolio S&P 500 ETF, cutting an estimated $663K.
  • Clearview Wealth Advisors fully exited iShares Currency Hedged MSCI EAFE ETF in Q4 2024, selling an estimated $327K.
  • Clearview Wealth Advisors's ten largest holdings make up 52% of its $132M portfolio in Q4 2024.
  • Clearview Wealth Advisors opened 4 new positions and closed 4 in Q4 2024.
  • Clearview Wealth Advisors's portfolio value rose 1.4% quarter-over-quarter to $132M.

Based on Clearview Wealth Advisors's 13F filing for Q4 2024, filed 24 Jan 2025.