We are live on ! Find out more
CWA

Clearview Wealth Advisors Portfolio holdings

AUM $158M
1-Year Est. Return 14.25%
This Fund
S&P 500
This Quarter Est. Return
+3.64%
1 Year Est. Return
+14.25%
3 Year Est. Return
+45.19%
5 Year Est. Return
+48.56%
10 Year Est. Return
–
AUM
$154M
AUM Growth
+$5.23M
Cap. Flow
+$1.5M
Cap. Flow %
0.98%
Top 10 Hldgs %
38.57%
Holding
664
New
69
Increased
205
Reduced
99
Closed
29

Top Buys

Rank Stock Value
1
SCHJ icon
Schwab 1-5 Year Corporate Bond ETF
SCHJ
+$7.3M
2
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$4.13M
3
SCHI icon
Schwab 5-10 Year Corporate Bond ETF
SCHI
+$3.44M
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$3.42M
5
IGLB icon
iShares 10+ Year Investment Grade Corporate Bond ETF
IGLB
+$2.26M

Top Sells

Rank Stock Value
1
SPIB icon
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$4.38M
2
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$3.34M
3
SPLB icon
State Street SPDR Portfolio Long Term Corporate Bond ETF
SPLB
+$3.2M
4
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
+$2.63M
5
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$1.96M

Sector Composition

Rank Sector Weight
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 Change
in Stake 		Capital Flow
SUB icon
151
iShares Short-Term National Muni Bond ETF
SUB
$11.3B
$105K 0.07%
975
+2
+0.2% +$216
IBM icon
152
IBM
IBM
$202B
$103K 0.07%
809
+463
+134% +$55.4K
VMBS icon
153
Vanguard Mortgage-Backed Securities ETF
VMBS
$15.4B
$103K 0.07%
1,930
-18,581
-91% -$1,000K
C icon
154
Citigroup
C
$222B
$102K 0.07%
1,399
-8
-0.6% -$534
IWS icon
155
iShares Russell Mid-Cap Value ETF
IWS
$15.7B
$101K 0.07%
+926
New +$96.5K
PBCT
156
DELISTED
People's United Financial Inc
PBCT
$101K 0.07%
5,634
+2,018
+56% +$32.5K
AEP icon
157
American Electric Power
AEP
$73.7B
$97K 0.06%
1,141
+807
+242% +$65.1K
IXN icon
158
iShares Global Tech ETF
IXN
$8.7B
$95K 0.06%
1,854
+522
+39% +$26.7K
UFOX
159
Defiance Space and Connective Tech ETF
UFOX
$851M
$95K 0.06%
2,694
-643
-19% -$22.6K
AVGO icon
160
Broadcom
AVGO
$1.82T
$93K 0.06%
2,000
-380
-16% -$17.6K
CMCSA icon
161
Comcast
CMCSA
$79.1B
$93K 0.06%
1,725
– –
GE icon
162
GE Aerospace
GE
$367B
$92K 0.06%
1,408
-582
-29% -$35.2K
MO icon
163
Altria Group
MO
$122B
$92K 0.06%
1,796
+231
+15% +$10.4K
VGT icon
164
Vanguard Information Technology ETF
VGT
$139B
$92K 0.06%
2,064
– –
MA icon
165
Mastercard
MA
$477B
$91K 0.06%
256
+21
+9% +$7.33K
IEF icon
166
iShares 7-10 Year Treasury Bond ETF
IEF
$47.1B
$90K 0.06%
800
+41
+5% +$4.78K
META icon
167
Meta Platforms (Facebook)
META
$1.51T
$90K 0.06%
306
-103
-25% -$27.7K
MINT icon
168
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$17B
$90K 0.06%
880
– –
RSP icon
169
Invesco S&P 500 Equal Weight ETF
RSP
$96.1B
$90K 0.06%
631
+288
+84% +$38.9K
WFC icon
170
Wells Fargo
WFC
$261B
$90K 0.06%
2,300
-39
-2% -$1.38K
UMPQ
171
DELISTED
Umpqua Holdings Corp
UMPQ
$90K 0.06%
5,139
– –
SPY icon
172
State Street SPDR S&P 500 ETF Trust
SPY
$781B
$88K 0.06%
+223
New +$86K
SUSB icon
173
iShares ESG Aware 1-5 Year USD Corporate Bond ETF
SUSB
$1.29B
$88K 0.06%
3,389
+3,270
+2,748% +$85.3K
ITM icon
174
VanEck Intermediate Muni ETF
ITM
$2.14B
$87K 0.06%
1,705
+200
+13% +$10.3K
TJX icon
175
TJX Companies
TJX
$170B
$86K 0.06%
1,304
– –
5 6
7
8 9

Similar funds

ACA
AG Campbell Advisory Baltimore, Maryland $158M AUM
SW
Schulz Wealth Mansfield, Texas $156M AUM 13.29% 1-Year Est. Return
AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return
PWA
Principia Wealth Advisory Dallas, Texas $160M AUM 37.01% 1-Year Est. Return
CNFG
Creegan & Nassoura Financial Group Portsmouth, New Hampshire $154M AUM 17.18% 1-Year Est. Return
USWG
U.S. Wealth Group Woodbury, New York $152M AUM 25.45% 1-Year Est. Return
PW
Pandora Wealth Oakbrook Terrace, Illinois $165M AUM 18.5% 1-Year Est. Return
SA
Sage Advisors Boulder, Colorado $151M AUM 6.91% 1-Year Est. Return

Clearview Wealth Advisors's Q1 2021 Portfolio in Review

As of Q1 2021, Clearview Wealth Advisors held 664 positions worth $154M, up 3.5% from $149M the previous quarter. Its ten largest holdings account for 39% of the portfolio.

Clearview Wealth Advisors's Q1 2021 filing shows 69 new, 205 increased, 99 reduced and 29 closed positions. Its largest new stake was Schwab 1-5 Year Corporate Bond ETF: 285,382 shares worth $7.27M. The largest sale was State Street SPDR Portfolio Intermediate Term Corporate Bond ETF, an estimated $4.38M.

By sector, the portfolio is most concentrated in Technology at 5.4% of assets, up from 5.3% a quarter earlier, followed by Financials and Healthcare.

  • Clearview Wealth Advisors's largest Q1 2021 buy was Schwab 1-5 Year Corporate Bond ETF: 285,382 shares worth $7.27M.
  • Clearview Wealth Advisors added most to iShares US Treasury Bond ETF in Q1 2021, an estimated $3.42M increase.
  • Clearview Wealth Advisors's biggest Q1 2021 reduction was State Street SPDR Portfolio Intermediate Term Corporate Bond ETF, cutting an estimated $4.38M.
  • Clearview Wealth Advisors fully exited Schwab Intermediately-Term US Treasury ETF in Q1 2021, selling an estimated $662K.
  • Clearview Wealth Advisors's ten largest holdings make up 39% of its $154M portfolio in Q1 2021.
  • Clearview Wealth Advisors opened 69 new positions and closed 29 in Q1 2021.
  • Clearview Wealth Advisors's portfolio value rose 3.5% quarter-over-quarter to $154M.

Based on Clearview Wealth Advisors's 13F filing for Q1 2021, filed 26 Apr 2021.