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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
-0.58%
1 Year Est. Return
+14.25%
3 Year Est. Return
+45.19%
5 Year Est. Return
+48.56%
10 Year Est. Return
–
AUM
$134M
AUM Growth
+$2.29M
Cap. Flow
+$3.5M
Cap. Flow %
2.61%
Top 10 Hldgs %
50.46%
Holding
104
New
9
Increased
22
Reduced
61
Closed
5

Top Buys

Rank Stock Value
1
JAAA icon
Janus Henderson AAA CLO ETF
JAAA
+$4.31M
2
APO icon
Apollo Global Management
APO
+$2.68M
3
XTEN icon
BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF
XTEN
+$901K
4
XLG icon
Invesco S&P 500 Top 50 ETF
XLG
+$578K
5
SPMO icon
Invesco S&P 500 Momentum ETF
SPMO
+$565K

Top Sells

Rank Stock Value
1
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$946K
2
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$851K
3
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$710K
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$577K
5
CGGR icon
Capital Group Growth ETF
CGGR
+$505K

Sector Composition

Rank Sector Weight
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
GOOGL icon
101
Alphabet (Google) Class A
GOOGL
$4T
– –
-1,237
Closed -$234K
IFRA icon
102
iShares US Infrastructure ETF
IFRA
$4.61B
– –
-5,142
Closed -$238K
SPY icon
103
State Street SPDR S&P 500 ETF Trust
SPY
$781B
– –
-363
Closed -$213K
TLT icon
104
iShares 20+ Year Treasury Bond ETF
TLT
$42.7B
– –
-8,131
Closed -$710K
1 2 3 4
5

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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 Q1 2025 Portfolio in Review

As of Q1 2025, Clearview Wealth Advisors held 104 positions worth $134M, up 1.7% from $132M the previous quarter. Its ten largest holdings account for 50% of the portfolio.

Clearview Wealth Advisors's Q1 2025 filing shows 9 new, 22 increased, 61 reduced and 5 closed positions. Its largest new stake was BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF: 19,778 shares worth $921K. The largest sale was iShares Core Universal USD Bond ETF, an estimated $946K.

By sector, the portfolio is most concentrated in Financials at 4.6% of assets, up from 3% a quarter earlier, followed by Technology and Consumer Staples.

  • Clearview Wealth Advisors's largest Q1 2025 buy was BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF: 19,778 shares worth $921K.
  • Clearview Wealth Advisors added most to Janus Henderson AAA CLO ETF in Q1 2025, an estimated $4.31M increase.
  • Clearview Wealth Advisors's biggest Q1 2025 reduction was iShares Core Universal USD Bond ETF, cutting an estimated $946K.
  • Clearview Wealth Advisors fully exited iShares 20+ Year Treasury Bond ETF in Q1 2025, selling an estimated $710K.
  • Clearview Wealth Advisors's ten largest holdings make up 50% of its $134M portfolio in Q1 2025.
  • Clearview Wealth Advisors opened 9 new positions and closed 5 in Q1 2025.
  • Clearview Wealth Advisors's portfolio value rose 1.7% quarter-over-quarter to $134M.

Based on Clearview Wealth Advisors's 13F filing for Q1 2025, filed 23 Apr 2025.