CWA

Clearview Wealth Advisors Portfolio holdings

AUM $144M
1-Year Est. Return 11.7%
This Quarter Est. Return
1 Year Est. Return
+11.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$134M
AUM Growth
+$2.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$4.31M
2
+$2.39M
3
+$921K
4
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$592K
5
XLG icon
Invesco S&P 500 Top 50 ETF
XLG
+$539K

Top Sells

1
+$957K
2
+$835K
3
+$710K
4
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$549K
5
CGGR icon
Capital Group Growth ETF
CGGR
+$462K

Sector Composition

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
$71.5B
$335K 0.25%
1,905
-64
SCHW icon
77
Charles Schwab
SCHW
$172B
$335K 0.25%
4,276
-137
MDLZ icon
78
Mondelez International
MDLZ
$81.3B
$332K 0.25%
4,894
-156
EMB icon
79
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$15B
$329K 0.25%
3,631
+740
PEP icon
80
PepsiCo
PEP
$210B
$320K 0.24%
2,134
-153
MRK icon
81
Merck
MRK
$216B
$318K 0.24%
3,540
-113
DGRW icon
82
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$16.7B
$308K 0.23%
3,853
-86
AOS icon
83
A.O. Smith
AOS
$9.78B
$303K 0.23%
+4,643
SPLV icon
84
Invesco S&P 500 Low Volatility ETF
SPLV
$7.84B
$293K 0.22%
3,918
-331
TEL icon
85
TE Connectivity
TEL
$66.8B
$288K 0.22%
2,040
-69
HSY icon
86
Hershey
HSY
$37.7B
$283K 0.21%
+1,654
AGG icon
87
iShares Core US Aggregate Bond ETF
AGG
$133B
$282K 0.21%
2,855
SCHP icon
88
Schwab US TIPS ETF
SCHP
$14.4B
$282K 0.21%
10,494
-500
DELL icon
89
Dell
DELL
$99.1B
$280K 0.21%
+3,077
USMV icon
90
iShares MSCI USA Min Vol Factor ETF
USMV
$23.6B
$274K 0.21%
2,930
-225
VIG icon
91
Vanguard Dividend Appreciation ETF
VIG
$98.6B
$254K 0.19%
1,310
-21
HEFA icon
92
iShares Currency Hedged MSCI EAFE ETF
HEFA
$6.69B
$253K 0.19%
+6,984
BND icon
93
Vanguard Total Bond Market
BND
$138B
$233K 0.17%
3,166
+7
EOG icon
94
EOG Resources
EOG
$58.1B
$223K 0.17%
1,739
-58
IJR icon
95
iShares Core S&P Small-Cap ETF
IJR
$86.1B
$221K 0.16%
2,109
+3
GIS icon
96
General Mills
GIS
$26B
$220K 0.16%
3,684
-96
WPC icon
97
W.P. Carey
WPC
$15B
$216K 0.16%
+3,425
SCHI icon
98
Schwab 5-10 Year Corporate Bond ETF
SCHI
$9.26B
$214K 0.16%
9,506
-535
WVVI icon
99
Willamette Valley Vineyards
WVVI
$18.9M
$92.5K 0.07%
15,574
AVGO icon
100
Broadcom
AVGO
$1.65T
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