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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
+5.5%
1 Year Est. Return
+14.25%
3 Year Est. Return
+45.19%
5 Year Est. Return
+48.56%
10 Year Est. Return
–
AUM
$156M
AUM Growth
+$12.7M
Cap. Flow
+$5.07M
Cap. Flow %
3.25%
Top 10 Hldgs %
49.1%
Holding
104
New
3
Increased
40
Reduced
51
Closed
2

Top Buys

Rank Stock Value
1
CGCP icon
Capital Group Core Plus Income ETF
CGCP
+$1.17M
2
JAAA icon
Janus Henderson AAA CLO ETF
JAAA
+$469K
3
CGGR icon
Capital Group Growth ETF
CGGR
+$437K
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$425K
5
CGDV icon
Capital Group Dividend Value ETF
CGDV
+$395K

Top Sells

Rank Stock Value
1
AVGO icon
Broadcom
AVGO
+$260K
2
SCHI icon
Schwab 5-10 Year Corporate Bond ETF
SCHI
+$214K
3
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$73.5K
4
IYW icon
iShares US Technology ETF
IYW
+$58K
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$53K

Sector Composition

Rank Sector Weight
1 Financials 4.41%
2 Technology 4.13%
3 Industrials 1.99%
4 Consumer Staples 1.9%
5 Healthcare 1.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
EMB icon
76
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$14.9B
$388K 0.25%
4,081
+280
+7% +$26.2K
PNC icon
77
PNC Financial Services
PNC
$100B
$371K 0.24%
1,847
-50
-3% -$9.89K
VYM icon
78
Vanguard High Dividend Yield ETF
VYM
$81.1B
$359K 0.23%
2,550
– –
PG icon
79
Procter & Gamble
PG
$343B
$355K 0.23%
2,308
-75
-3% -$11.7K
ABT icon
80
Abbott
ABT
$180B
$340K 0.22%
2,537
-73
-3% -$9.58K
AOS icon
81
A.O. Smith
AOS
$8.38B
$332K 0.21%
4,523
-126
-3% -$8.99K
DE icon
82
Deere & Co
DE
$170B
$325K 0.21%
711
-18
-2% -$8.87K
GOOGL icon
83
Alphabet (Google) Class A
GOOGL
$3.91T
$312K 0.2%
1,281
+41
+3% +$8.59K
EOG icon
84
EOG Resources
EOG
$78B
$311K 0.2%
2,773
-52
-2% -$6.2K
HSY icon
85
Hershey
HSY
$35.4B
$304K 0.19%
1,627
-32
-2% -$5.82K
MDLZ icon
86
Mondelez International
MDLZ
$77.7B
$297K 0.19%
4,753
-127
-3% -$8.19K
CI icon
87
Cigna
CI
$76.6B
$297K 0.19%
1,030
– –
AGG icon
88
iShares Core US Aggregate Bond ETF
AGG
$138B
$294K 0.19%
2,931
+255
+10% +$25.3K
PEP icon
89
PepsiCo
PEP
$186B
$292K 0.19%
2,078
-47
-2% -$6.71K
VIG icon
90
Vanguard Dividend Appreciation ETF
VIG
$111B
$280K 0.18%
1,296
-6
-0.5% -$1.26K
SPLV icon
91
Invesco S&P 500 Low Volatility ETF
SPLV
$7.2B
$276K 0.18%
3,754
-152
-4% -$11.1K
SCHP icon
92
Schwab US TIPS ETF
SCHP
$16.3B
$269K 0.17%
9,981
-420
-4% -$11.2K
TSLA icon
93
Tesla
TSLA
$1.24T
$265K 0.17%
+596
New +$207K
USMV icon
94
iShares MSCI USA Min Vol Factor ETF
USMV
$23.2B
$262K 0.17%
2,757
-165
-6% -$15.5K
SPY icon
95
State Street SPDR S&P 500 ETF Trust
SPY
$778B
$255K 0.16%
382
+1
+0.3% +$641
BMY icon
96
Bristol-Myers Squibb
BMY
$127B
$253K 0.16%
5,618
-165
-3% -$7.71K
SCYB icon
97
Schwab High Yield Bond ETF
SCYB
$2.69B
$242K 0.16%
+9,060
New +$240K
DGRW icon
98
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$16.6B
$233K 0.15%
2,623
-305
-10% -$26.5K
BND icon
99
Vanguard Total Bond Market
BND
$157B
$231K 0.15%
3,111
– –
WPC icon
100
W.P. Carey
WPC
$17.1B
$223K 0.14%
3,305
-94
-3% -$6.15K
1 2 3
4
5

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ACA
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SW
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AIMU
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PWA
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CNFG
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USWG
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PW
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SA
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Clearview Wealth Advisors's Q3 2025 Portfolio in Review

As of Q3 2025, Clearview Wealth Advisors held 104 positions worth $156M, up 8.8% from $144M the previous quarter. Its ten largest holdings account for 49% of the portfolio.

Clearview Wealth Advisors deployed $5.07M of net new capital in Q3 2025, opening 3 new positions and adding to 40 existing holdings. Its largest new stake was Schwab High Yield Bond ETF: 9,060 shares worth $242K.

By sector, the portfolio is most concentrated in Financials at 4.4% of assets, down from 4.7% a quarter earlier, followed by Technology and Industrials.

On the sell side, the largest reduction was iShares ESG Aware MSCI USA ETF, an estimated $73.5K trimmed.

  • Clearview Wealth Advisors's largest Q3 2025 buy was Schwab High Yield Bond ETF: 9,060 shares worth $242K.
  • Clearview Wealth Advisors added most to Capital Group Core Plus Income ETF in Q3 2025, an estimated $1.17M increase.
  • Clearview Wealth Advisors's biggest Q3 2025 reduction was iShares ESG Aware MSCI USA ETF, cutting an estimated $73.5K.
  • Clearview Wealth Advisors fully exited Broadcom in Q3 2025, selling an estimated $260K.
  • Clearview Wealth Advisors's ten largest holdings make up 49% of its $156M portfolio in Q3 2025.
  • Clearview Wealth Advisors opened 3 new positions and closed 2 in Q3 2025.
  • Clearview Wealth Advisors's portfolio value rose 8.8% quarter-over-quarter to $156M.

Based on Clearview Wealth Advisors's 13F filing for Q3 2025, filed 24 Oct 2025.