CWA

Clearview Wealth Advisors Portfolio holdings

AUM $144M
1-Year Return 11.7%
This Quarter Return
+6.28%
1 Year Return
+11.7%
3 Year Return
+39.05%
5 Year Return
–
10 Year Return
–
AUM
$164M
AUM Growth
+$6.2M
Cap. Flow
-$2.43M
Cap. Flow %
-1.48%
Top 10 Hldgs %
39.4%
Holding
754
New
70
Increased
181
Reduced
196
Closed
64

Top Buys

1
SCHP icon
Schwab US TIPS ETF
SCHP
$2.7M
2
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
$1.86M
3
IUSB icon
iShares Core Total USD Bond Market ETF
IUSB
$1.6M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
$1.49M
5
XYLD icon
Global X S&P 500 Covered Call ETF
XYLD
$702K

Top Sells

1
MBB icon
iShares MBS ETF
MBB
$2.33M
2
SCHJ icon
Schwab 1-5 Year Corporate Bond ETF
SCHJ
$1.76M
3
SPTS icon
SPDR Portfolio Short Term Treasury ETF
SPTS
$765K
4
USFR
WisdomTree Bloomberg Floating Rate Treasury Fund
USFR
$691K
5
SPSB icon
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$552K

Sector Composition

1 Technology 6.37%
2 Financials 4.24%
3 Healthcare 4.07%
4 Consumer Staples 3.42%
5 Industrials 2.83%
Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
PRU icon
201
Prudential Financial
PRU
$37.2B
$70K 0.04%
650
+90
+16% +$9.69K
PSX icon
202
Phillips 66
PSX
$53.2B
$70K 0.04%
962
-932
-49% -$67.8K
IWB icon
203
iShares Russell 1000 ETF
IWB
$43.4B
$69K 0.04%
262
– –
TRV icon
204
Travelers Companies
TRV
$62B
$69K 0.04%
439
+2
+0.5% +$314
IYZ icon
205
iShares US Telecommunications ETF
IYZ
$626M
$68K 0.04%
2,067
-1
-0% -$33
TSLA icon
206
Tesla
TSLA
$1.13T
$68K 0.04%
192
+63
+49% +$22.3K
DLR icon
207
Digital Realty Trust
DLR
$55.7B
$67K 0.04%
381
+45
+13% +$7.91K
SPLB icon
208
SPDR Portfolio Long Term Corporate Bond ETF
SPLB
$912M
$64K 0.04%
2,023
-1,124
-36% -$35.6K
VMBS icon
209
Vanguard Mortgage-Backed Securities ETF
VMBS
$14.8B
$63K 0.04%
1,190
-200
-14% -$10.6K
IHI icon
210
iShares US Medical Devices ETF
IHI
$4.35B
$62K 0.04%
943
-6
-0.6% -$394
IWP icon
211
iShares Russell Mid-Cap Growth ETF
IWP
$20.4B
$62K 0.04%
536
-300
-36% -$34.7K
RDS.A
212
DELISTED
Royal Dutch Shell PLC ADS Class A
RDS.A
$62K 0.04%
1,423
-189
-12% -$8.24K
DIVO icon
213
Amplify CWP Enhanced Dividend Income ETF
DIVO
$4.99B
$61K 0.04%
1,586
+136
+9% +$5.23K
NI icon
214
NiSource
NI
$19B
$61K 0.04%
2,218
+1,418
+177% +$39K
CRM icon
215
Salesforce
CRM
$239B
$57K 0.03%
225
-15
-6% -$3.8K
LMBS icon
216
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
$5.32B
$57K 0.03%
1,144
-1,337
-54% -$66.6K
SPXL icon
217
Direxion Daily S&P 500 Bull 3x Shares
SPXL
$5.49B
$57K 0.03%
394
– –
RSP icon
218
Invesco S&P 500 Equal Weight ETF
RSP
$74.1B
$56K 0.03%
346
-125
-27% -$20.2K
FDLO icon
219
Fidelity Low Volatility Factor ETF
FDLO
$1.31B
$55K 0.03%
1,049
-268
-20% -$14.1K
GD icon
220
General Dynamics
GD
$86.8B
$55K 0.03%
264
-200
-43% -$41.7K
HEGD icon
221
Swan Hedged Equity US Large Cap ETF
HEGD
$470M
$55K 0.03%
+2,818
New +$55K
SMB icon
222
VanEck Short Muni ETF
SMB
$286M
$54K 0.03%
3,000
-1,950
-39% -$35.1K
RSG icon
223
Republic Services
RSG
$71.7B
$53K 0.03%
378
+1
+0.3% +$140
JNK icon
224
SPDR Bloomberg High Yield Bond ETF
JNK
$8.1B
$51K 0.03%
472
+6
+1% +$648
MTUM icon
225
iShares MSCI USA Momentum Factor ETF
MTUM
$18.2B
$51K 0.03%
278
-335
-55% -$61.5K
7 8
9
10 11