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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
-0.58%
1 Year Est. Return
+14.25%
3 Year Est. Return
+45.19%
5 Year Est. Return
+48.56%
10 Year Est. Return
–
AUM
$134M
AUM Growth
+$2.29M
Cap. Flow
+$3.5M
Cap. Flow %
2.61%
Top 10 Hldgs %
50.46%
Holding
104
New
9
Increased
22
Reduced
61
Closed
5

Top Buys

Rank Stock Value
1
JAAA icon
Janus Henderson AAA CLO ETF
JAAA
+$4.31M
2
APO icon
Apollo Global Management
APO
+$2.68M
3
XTEN icon
BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF
XTEN
+$901K
4
XLG icon
Invesco S&P 500 Top 50 ETF
XLG
+$578K
5
SPMO icon
Invesco S&P 500 Momentum ETF
SPMO
+$565K

Top Sells

Rank Stock Value
1
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$946K
2
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$851K
3
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$710K
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$577K
5
CGGR icon
Capital Group Growth ETF
CGGR
+$505K

Sector Composition

Rank Sector Weight
1 Financials 4.63%
2 Technology 3.82%
3 Consumer Staples 2.43%
4 Industrials 2.2%
5 Healthcare 2.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PNC icon
76
PNC Financial Services
PNC
$100B
$335K 0.25%
1,905
-64
-3% -$12.1K
SCHW
77
Charles Schwab
SCHW
$177B
$335K 0.25%
4,276
-137
-3% -$10.8K
MDLZ icon
78
Mondelez International
MDLZ
$77.7B
$332K 0.25%
4,894
-156
-3% -$9.62K
EMB icon
79
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$14.9B
$329K 0.25%
3,631
+740
+26% +$67K
PEP icon
80
PepsiCo
PEP
$186B
$320K 0.24%
2,134
-153
-7% -$22.8K
MRK icon
81
Merck
MRK
$324B
$318K 0.24%
3,540
-113
-3% -$10.6K
DGRW icon
82
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$16.5B
$308K 0.23%
3,853
-86
-2% -$7.04K
AOS icon
83
A.O. Smith
AOS
$8.38B
$303K 0.23%
+4,643
New +$314K
SPLV icon
84
Invesco S&P 500 Low Volatility ETF
SPLV
$7.2B
$293K 0.22%
3,918
-331
-8% -$23.9K
TEL icon
85
TE Connectivity
TEL
$58.8B
$288K 0.22%
2,040
-69
-3% -$10.2K
HSY icon
86
Hershey
HSY
$35.4B
$283K 0.21%
+1,654
New +$271K
AGG icon
87
iShares Core US Aggregate Bond ETF
AGG
$138B
$282K 0.21%
2,855
– –
SCHP icon
88
Schwab US TIPS ETF
SCHP
$16.3B
$282K 0.21%
10,494
-500
-5% -$13.1K
DELL icon
89
Dell
DELL
$283B
$280K 0.21%
+3,077
New +$325K
USMV icon
90
iShares MSCI USA Min Vol Factor ETF
USMV
$23.2B
$274K 0.21%
2,930
-225
-7% -$20.7K
VIG icon
91
Vanguard Dividend Appreciation ETF
VIG
$111B
$254K 0.19%
1,310
-21
-2% -$4.18K
HEFA icon
92
iShares Currency Hedged MSCI EAFE ETF
HEFA
$7.47B
$253K 0.19%
+6,984
New +$255K
BND icon
93
Vanguard Total Bond Market
BND
$157B
$233K 0.17%
3,166
+7
+0.2% +$508
EOG icon
94
EOG Resources
EOG
$78B
$223K 0.17%
1,739
-58
-3% -$7.46K
IJR icon
95
iShares Core S&P Small-Cap ETF
IJR
$109B
$221K 0.16%
2,109
+3
+0.1% +$339
GIS icon
96
General Mills
GIS
$19.2B
$220K 0.16%
3,684
-96
-3% -$5.77K
WPC icon
97
W.P. Carey
WPC
$17.1B
$216K 0.16%
+3,425
New +$203K
SCHI icon
98
Schwab 5-10 Year Corporate Bond ETF
SCHI
$11.4B
$214K 0.16%
9,506
-535
-5% -$11.9K
WVVI icon
99
Willamette Valley Vineyards
WVVI
$13.5M
$92.5K 0.07%
15,574
– –
AVGO icon
100
Broadcom
AVGO
$1.82T
– –
-941
Closed -$218K
1 2 3
4
5

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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 Q1 2025 Portfolio in Review

As of Q1 2025, Clearview Wealth Advisors held 104 positions worth $134M, up 1.7% from $132M the previous quarter. Its ten largest holdings account for 50% of the portfolio.

Clearview Wealth Advisors's Q1 2025 filing shows 9 new, 22 increased, 61 reduced and 5 closed positions. Its largest new stake was BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF: 19,778 shares worth $921K. The largest sale was iShares Core Universal USD Bond ETF, an estimated $946K.

By sector, the portfolio is most concentrated in Financials at 4.6% of assets, up from 3% a quarter earlier, followed by Technology and Consumer Staples.

  • Clearview Wealth Advisors's largest Q1 2025 buy was BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF: 19,778 shares worth $921K.
  • Clearview Wealth Advisors added most to Janus Henderson AAA CLO ETF in Q1 2025, an estimated $4.31M increase.
  • Clearview Wealth Advisors's biggest Q1 2025 reduction was iShares Core Universal USD Bond ETF, cutting an estimated $946K.
  • Clearview Wealth Advisors fully exited iShares 20+ Year Treasury Bond ETF in Q1 2025, selling an estimated $710K.
  • Clearview Wealth Advisors's ten largest holdings make up 50% of its $134M portfolio in Q1 2025.
  • Clearview Wealth Advisors opened 9 new positions and closed 5 in Q1 2025.
  • Clearview Wealth Advisors's portfolio value rose 1.7% quarter-over-quarter to $134M.

Based on Clearview Wealth Advisors's 13F filing for Q1 2025, filed 23 Apr 2025.