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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
+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
GLD icon
176
SPDR Gold Trust
GLD
$132B
$85K 0.06%
530
– –
IWF icon
177
iShares Russell 1000 Growth ETF
IWF
$120B
$85K 0.06%
1,400
– –
TIP icon
178
iShares TIPS Bond ETF
TIP
$14.5B
$84K 0.05%
670
-12,400
-95% -$1.57M
ED icon
179
Consolidated Edison
ED
$41.6B
$83K 0.05%
1,114
+98
+10% +$6.89K
PFF icon
180
iShares Preferred and Income Securities ETF
PFF
$13.1B
$83K 0.05%
2,153
+17
+0.8% +$645
ROBO icon
181
ROBO Global Robotics & Automation Index ETF
ROBO
$1.9B
$83K 0.05%
1,313
– –
UNH icon
182
UnitedHealth
UNH
$382B
$83K 0.05%
223
+1
+0.5% +$347
O icon
183
Realty Income
O
$61.2B
$82K 0.05%
1,335
+570
+75% +$33.8K
IJH icon
184
iShares Core S&P Mid-Cap ETF
IJH
$123B
$81K 0.05%
1,555
– –
LLY icon
185
Eli Lilly
LLY
$1.07T
$80K 0.05%
426
– –
SMB icon
186
VanEck Short Muni ETF
SMB
$312M
$80K 0.05%
4,450
+1,050
+31% +$19K
RTX icon
187
RTX Corp
RTX
$287B
$79K 0.05%
1,021
– –
SEDG icon
188
SolarEdge
SEDG
$2.59B
$78K 0.05%
273
– –
VLO icon
189
Valero Energy
VLO
$89.8B
$77K 0.05%
1,079
+481
+80% +$32.7K
GD icon
190
General Dynamics
GD
$105B
$76K 0.05%
418
+31
+8% +$5.07K
IEUR icon
191
iShares Core MSCI Europe ETF
IEUR
$8.66B
$76K 0.05%
1,404
-568
-29% -$30.1K
YUM icon
192
Yum! Brands
YUM
$41B
$76K 0.05%
698
– –
HSY icon
193
Hershey
HSY
$35.4B
$75K 0.05%
472
+41
+10% +$6.17K
BX icon
194
Blackstone
BX
$104B
$74K 0.05%
988
-474
-32% -$32.7K
DUK icon
195
Duke Energy
DUK
$102B
$73K 0.05%
756
+58
+8% +$5.29K
FTC icon
196
First Trust Large Cap Growth AlphaDEX Fund
FTC
$1.31B
$73K 0.05%
742
– –
HYG icon
197
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$16.3B
$73K 0.05%
835
+52
+7% +$4.52K
IVE icon
198
iShares S&P 500 Value ETF
IVE
$48.9B
$72K 0.05%
509
-77
-13% -$10.4K
ITOT icon
199
iShares Core S&P Total US Stock Market ETF
ITOT
$93.2B
$71K 0.05%
771
– –
CTAS icon
200
Cintas
CTAS
$82.4B
$70K 0.05%
820
– –
6 7
8
9 10

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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 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.