CWA

Clearview Wealth Advisors Portfolio holdings

AUM $156M
1-Year Est. Return 11.36%
This Quarter Est. Return
1 Year Est. Return
+11.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$144M
AUM Growth
+$9.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$977K
2
+$918K
3
+$846K
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$758K
5
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$705K

Top Sells

1
+$3.21M
2
+$746K
3
+$530K
4
MRK icon
Merck
MRK
+$318K
5
HEFA icon
iShares Currency Hedged MSCI EAFE ETF
HEFA
+$253K

Sector Composition

1 Financials 4.68%
2 Technology 4.3%
3 Industrials 2.19%
4 Consumer Staples 2.13%
5 Energy 1.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
LOW icon
76
Lowe's Companies
LOW
$136B
$353K 0.25%
1,591
-5
EMB icon
77
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$15B
$352K 0.25%
3,801
+170
BAI
78
iShares A.I. Innovation and Tech Active ETF
BAI
$5.5B
$348K 0.24%
+12,053
LEN icon
79
Lennar Class A
LEN
$32.5B
$346K 0.24%
+3,127
TEL icon
80
TE Connectivity
TEL
$69.6B
$343K 0.24%
2,034
-6
CI icon
81
Cigna
CI
$80.6B
$340K 0.24%
1,030
VYM icon
82
Vanguard High Dividend Yield ETF
VYM
$65.6B
$340K 0.24%
2,550
-46
EOG icon
83
EOG Resources
EOG
$58.1B
$338K 0.24%
2,825
+1,086
MDLZ icon
84
Mondelez International
MDLZ
$78.6B
$329K 0.23%
4,880
-14
AOS icon
85
A.O. Smith
AOS
$9.65B
$305K 0.21%
4,649
+6
SPLV icon
86
Invesco S&P 500 Low Volatility ETF
SPLV
$7.79B
$284K 0.2%
3,906
-12
PEP icon
87
PepsiCo
PEP
$207B
$281K 0.2%
2,125
-9
SCHP icon
88
Schwab US TIPS ETF
SCHP
$14.5B
$278K 0.19%
10,401
-93
HSY icon
89
Hershey
HSY
$36.4B
$275K 0.19%
1,659
+5
USMV icon
90
iShares MSCI USA Min Vol Factor ETF
USMV
$23.5B
$274K 0.19%
2,922
-8
BMY icon
91
Bristol-Myers Squibb
BMY
$89.2B
$268K 0.19%
5,783
-37
VIG icon
92
Vanguard Dividend Appreciation ETF
VIG
$99.1B
$266K 0.19%
1,302
-8
AGG icon
93
iShares Core US Aggregate Bond ETF
AGG
$133B
$265K 0.18%
2,676
-179
AVGO icon
94
Broadcom
AVGO
$1.67T
$260K 0.18%
+944
DGRW icon
95
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$16.8B
$245K 0.17%
2,928
-925
SPY icon
96
SPDR S&P 500 ETF Trust
SPY
$672B
$235K 0.16%
+381
BND icon
97
Vanguard Total Bond Market
BND
$138B
$229K 0.16%
3,111
-55
GOOGL icon
98
Alphabet (Google) Class A
GOOGL
$3.14T
$219K 0.15%
+1,240
SCHI icon
99
Schwab 5-10 Year Corporate Bond ETF
SCHI
$9.27B
$214K 0.15%
9,410
-96
WPC icon
100
W.P. Carey
WPC
$14.6B
$212K 0.15%
3,399
-26
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4
5