CWA
Clearview Wealth Advisors Portfolio holdings
AUM
$144M
This Quarter Return
+3.64%
1 Year Return
+11.7%
3 Year Return
+39.05%
5 Year Return
–
10 Year Return
–
AUM
$154M
AUM Growth
+$154M
(+3.5%)
Cap. Flow
+$1.62M
Cap. Flow
% of AUM
1.05%
Top 10 Holdings %
Top 10 Hldgs %
38.57%
Holding
664
New
69
Increased
207
Reduced
99
Closed
29
Top Buys
Top Sells
Sector Composition
| 1 | Technology | 5.38% |
| 2 | Financials | 4.05% |
| 3 | Healthcare | 3.55% |
| 4 | Consumer Staples | 3.4% |
| 5 | Industrials | 3.01% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
101
Cigna
CI
$80.1B
| $254K | 0.16% |
1,051
| – | – |
|
102
Alphabet (Google) Class A
GOOGL
$2.75T
| $243K | 0.16% |
118
| – | – |
|
103
Hartford Multifactor Developed Markets ex-US ETF
RODM
$1.22B
| $241K | 0.16% |
8,130
-45,934
| -85% | -$1.36M |
|
104
Vanguard Short-Term Treasury ETF
VGSH
$22.8B
| $237K | 0.15% |
3,860
-5,981
| -61% | -$367K |
|
105
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$13.3B
| $236K | 0.15% |
2,165
-1,388
| -39% | -$151K |
|
106
STAG Industrial
STAG
$6.76B
| $229K | 0.15% |
+6,807
| New | +$229K |
|
107
ConocoPhillips
COP
$122B
| $223K | 0.14% |
4,212
+26
| +0.6% | +$1.38K |
|
108
Boeing
BA
$176B
| $220K | 0.14% |
865
-72
| -8% | -$18.3K |
|
109
Starbucks
SBUX
$100B
| $217K | 0.14% |
1,983
+3
| +0.2% | +$328 |
|
110
iShares 0-5 Year TIPS Bond ETF
STIP
$12.6B
| $208K | 0.14% |
+1,972
| New | +$208K |
|
111
Clorox
CLX
$14.9B
| $206K | 0.13% |
1,068
-174
| -14% | -$33.6K |
|
112
Walt Disney
DIS
$213B
| $198K | 0.13% |
1,072
-130
| -11% | -$24K |
|
113
Willamette Valley Vineyards
WVVI
$21.7M
| $196K | 0.13% |
21,674
-14,000
| -39% | -$127K |
|
114
iShares Core Dividend Growth ETF
DGRO
$33.5B
| $193K | 0.13% |
3,989
| – | – |
|
115
iShares Russell 1000 Value ETF
IWD
$63.3B
| $192K | 0.12% |
+1,266
| New | +$192K |
|
116
Tractor Supply
TSCO
$32.4B
| $189K | 0.12% |
1,067
+30
| +3% | +$5.31K |
|
117
iShares Short Treasury Bond ETF
SHV
$20.7B
| $187K | 0.12% |
1,690
-1,165
| -41% | -$129K |
|
118
Exxon Mobil
XOM
$487B
| $179K | 0.12% |
3,198
+655
| +26% | +$36.7K |
|
119
Fidelity Low Volatility Factor ETF
FDLO
$1.3B
| $172K | 0.11% |
3,913
+421
| +12% | +$18.5K |
|
120
Viatris
VTRS
$12.3B
| $172K | 0.11% |
+12,329
| New | +$172K |
|
121
SPDR Portfolio Long Term Treasury ETF
SPTL
$11.3B
| $169K | 0.11% |
4,342
-18,422
| -81% | -$717K |
|
122
Werner Enterprises
WERN
$1.71B
| $157K | 0.1% |
3,333
+7
| +0.2% | +$330 |
|
123
Schwab Short-Term US Treasury ETF
SCHO
$11.7B
| $155K | 0.1% |
3,020
-3,360
| -53% | -$172K |
|
124
Phillips 66
PSX
$53.9B
| $153K | 0.1% |
1,880
+13
| +0.7% | +$1.06K |
|
125
US Bancorp
USB
$75.8B
| $153K | 0.1% |
2,768
+250
| +10% | +$13.8K |
|