CWA

Clearview Wealth Advisors Portfolio holdings

AUM $144M
This Quarter Return
-0.49%
1 Year Return
+11.7%
3 Year Return
+39.05%
5 Year Return
–
10 Year Return
–
AUM
$158M
AUM Growth
+$158M
Cap. Flow
-$2.82M
Cap. Flow %
-1.79%
Top 10 Hldgs %
38.03%
Holding
721
New
48
Increased
251
Reduced
107
Closed
35

Top Buys

1
FALN icon
iShares Fallen Angels USD Bond ETF
FALN
$2.56M
2
IYW icon
iShares US Technology ETF
IYW
$1.98M
3
MBB icon
iShares MBS ETF
MBB
$1.96M
4
SCHP icon
Schwab US TIPS ETF
SCHP
$1.78M
5
EFG icon
iShares MSCI EAFE Growth ETF
EFG
$1.29M

Top Sells

1
GOVT icon
iShares US Treasury Bond ETF
GOVT
$4.5M
2
SCHJ icon
Schwab 1-5 Year Corporate Bond ETF
SCHJ
$2.35M
3
IGLB icon
iShares 10+ Year Investment Grade Corporate Bond ETF
IGLB
$1.33M
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
$1.17M
5
COMT icon
iShares GSCI Commodity Dynamic Roll Strategy ETF
COMT
$1.01M

Sector Composition

1 Technology 6.08%
2 Financials 4.59%
3 Consumer Staples 3.59%
4 Healthcare 3.53%
5 Industrials 2.96%
Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
IGHG icon
101
ProShares Investment Grade-Interest Rate Hedged
IGHG
$263M
$280K 0.18%
3,697
+115
+3% +$8.71K
SJNK icon
102
SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
$4.85B
$276K 0.17%
10,094
+9,174
+997% +$251K
ALK icon
103
Alaska Air
ALK
$7.21B
$260K 0.16%
4,433
+100
+2% +$5.87K
PGX icon
104
Invesco Preferred ETF
PGX
$3.86B
$254K 0.16%
16,876
-324
-2% -$4.88K
KO icon
105
Coca-Cola
KO
$297B
$239K 0.15%
4,552
+635
+16% +$33.3K
SBUX icon
106
Starbucks
SBUX
$99.2B
$220K 0.14%
1,990
+4
+0.2% +$442
USHY icon
107
iShares Broad USD High Yield Corporate Bond ETF
USHY
$25.2B
$217K 0.14%
5,222
-7,321
-58% -$304K
AOM icon
108
iShares Core Moderate Allocation ETF
AOM
$1.58B
$215K 0.14%
4,802
-55
-1% -$2.46K
BA icon
109
Boeing
BA
$176B
$212K 0.13%
965
+100
+12% +$22K
FTEC icon
110
Fidelity MSCI Information Technology Index ETF
FTEC
$15.1B
$212K 0.13%
1,789
-6,653
-79% -$788K
CI icon
111
Cigna
CI
$80.2B
$210K 0.13%
1,051
– –
TSCO icon
112
Tractor Supply
TSCO
$31.9B
$209K 0.13%
5,155
-30
-0.6% -$1.22K
DIS icon
113
Walt Disney
DIS
$211B
$207K 0.13%
1,223
+22
+2% +$3.72K
XOM icon
114
Exxon Mobil
XOM
$477B
$203K 0.13%
3,448
+196
+6% +$11.5K
IBM icon
115
IBM
IBM
$227B
$199K 0.13%
1,497
+16
+1% +$2.13K
WVVI icon
116
Willamette Valley Vineyards
WVVI
$21.7M
$199K 0.13%
15,674
– –
MS icon
117
Morgan Stanley
MS
$237B
$187K 0.12%
1,922
+787
+69% +$76.6K
IGLB icon
118
iShares 10+ Year Investment Grade Corporate Bond ETF
IGLB
$2.47B
$186K 0.12%
2,687
-19,198
-88% -$1.33M
DGRO icon
119
iShares Core Dividend Growth ETF
DGRO
$33.5B
$178K 0.11%
3,550
-439
-11% -$22K
USB icon
120
US Bancorp
USB
$75.5B
$177K 0.11%
2,974
-706
-19% -$42K
VTRS icon
121
Viatris
VTRS
$12.3B
$176K 0.11%
12,953
+610
+5% +$8.29K
CLX icon
122
Clorox
CLX
$15B
$173K 0.11%
1,047
+2
+0.2% +$330
SWAN icon
123
Amplify BlackSwan Growth & Treasure Core ETF
SWAN
$260M
$168K 0.11%
4,900
– –
VZ icon
124
Verizon
VZ
$184B
$167K 0.11%
3,086
-1,112
-26% -$60.2K
FIXD icon
125
First Trust Exchange-Traded Fund VIII First Trust Smith Opportunistic Fixed Income ETF
FIXD
$3.34B
$165K 0.1%
3,083
-2
-0.1% -$107
3 4
5
6 7