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
+7.64%
1 Year Est. Return
+14.25%
3 Year Est. Return
+45.19%
5 Year Est. Return
+48.56%
10 Year Est. Return
–
AUM
$149M
AUM Growth
–
Cap. Flow
+$144M
Cap. Flow %
96.83%
Top 10 Hldgs %
40.28%
Holding
595
New
593
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$11M
2
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$8.52M
3
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$8.4M
4
SPIB icon
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$5.44M
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$5.4M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Technology 5.32%
2 Consumer Staples 3.62%
3 Financials 3.45%
4 Healthcare 3.4%
5 Industrials 2.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ESGU icon
1
iShares ESG Aware MSCI USA ETF
ESGU
$17.6B
$11.6M 7.8%
+134,922
New +$11M
SPYM
2
State Street SPDR Portfolio S&P 500 ETF
SPYM
$158B
$8.86M 5.95%
+201,485
New +$8.4M
GOVT icon
3
iShares US Treasury Bond ETF
GOVT
$43.6B
$8.41M 5.65%
+308,891
New +$8.52M
SPIB icon
4
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$11.5B
$5.48M 3.68%
+147,282
New +$5.44M
IGSB icon
5
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$22.8B
$5.42M 3.64%
+98,293
New +$5.4M
USFR
6
DELISTED
WisdomTree Bloomberg Floating Rate Treasury Fund
USFR
$4.59M 3.08%
+182,777
New +$4.59M
SHYG icon
7
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.57B
$3.93M 2.64%
+86,525
New +$3.87M
XSOE icon
8
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
$2.03B
$3.92M 2.64%
+98,946
New +$3.64M
SPTS icon
9
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
$6.07B
$3.91M 2.63%
+127,298
New +$3.91M
SPLB icon
10
State Street SPDR Portfolio Long Term Corporate Bond ETF
SPLB
$1.18B
$3.84M 2.58%
+116,100
New +$3.76M
EFG icon
11
iShares MSCI EAFE Growth ETF
EFG
$16.3B
$3.81M 2.56%
+37,797
New +$3.58M
MBB icon
12
iShares MBS ETF
MBB
$39B
$3.28M 2.2%
+29,760
New +$3.28M
VLUE icon
13
iShares MSCI USA Value Factor ETF
VLUE
$9.4B
$2.39M 1.61%
+27,499
New +$2.24M
USMV icon
14
iShares MSCI USA Min Vol Factor ETF
USMV
$23.2B
$2.28M 1.53%
+33,570
New +$2.21M
MSFT icon
15
Microsoft
MSFT
$2.84T
$2.27M 1.53%
+10,211
New +$2.2M
AAPL icon
16
Apple
AAPL
$4.89T
$2.09M 1.41%
+15,771
New +$1.9M
SHY icon
17
iShares 1-3 Year Treasury Bond ETF
SHY
$25.4B
$1.98M 1.33%
+22,971
New +$1.98M
BOND icon
18
PIMCO Active Bond Exchange-Traded Fund
BOND
$8.28B
$1.89M 1.27%
+16,719
New +$1.88M
PGX icon
19
Invesco Preferred ETF
PGX
$3.84B
$1.72M 1.15%
+112,610
New +$1.69M
FTEC icon
20
Fidelity MSCI Information Technology Index ETF
FTEC
$19.9B
$1.72M 1.15%
+16,419
New +$1.6M
TIP icon
21
iShares TIPS Bond ETF
TIP
$14.5B
$1.67M 1.12%
+13,070
New +$1.65M
VNLA icon
22
Janus Henderson Short Duration Income ETF
VNLA
$3.33B
$1.62M 1.09%
+32,050
New +$1.62M
RODM icon
23
Hartford Multifactor Developed Markets ex-US ETF
RODM
$1.58B
$1.53M 1.03%
+54,064
New +$1.47M
IHI icon
24
iShares US Medical Devices ETF
IHI
$3.02B
$1.45M 0.98%
+26,640
New +$1.39M
NEAR icon
25
iShares Short Maturity Bond ETF
NEAR
$4.8B
$1.4M 0.94%
+27,977
New +$1.4M
1
2 3 4 5

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 Q4 2020 Portfolio in Review

Q4 2020 is the first quarter with a 13F filing on record for Clearview Wealth Advisors, which disclosed 595 positions worth $149M. Its ten largest holdings account for 40% of the portfolio.

Its largest position is iShares ESG Aware MSCI USA ETF: 134,922 shares worth $11.6M.

By sector, the portfolio is most concentrated in Technology at 5.3% of assets, followed by Consumer Staples and Financials.

  • Clearview Wealth Advisors's largest Q4 2020 buy was iShares ESG Aware MSCI USA ETF: 134,922 shares worth $11.6M.
  • Clearview Wealth Advisors's ten largest holdings make up 40% of its $149M portfolio in Q4 2020.
  • Clearview Wealth Advisors disclosed 595 positions in Q4 2020, its first 13F filing on record.

Based on Clearview Wealth Advisors's 13F filing for Q4 2020, filed 21 Jan 2021.