CWA

Clearview Wealth Advisors Portfolio holdings

AUM $144M
This Quarter Return
+1.63%
1 Year Return
+11.7%
3 Year Return
+39.05%
5 Year Return
–
10 Year Return
–
AUM
$115M
AUM Growth
+$115M
Cap. Flow
+$16.3M
Cap. Flow %
14.22%
Top 10 Hldgs %
50.23%
Holding
125
New
21
Increased
8
Reduced
61
Closed
30

Top Buys

1
CGCP icon
Capital Group Core Plus Income ETF
CGCP
$9.9M
2
CGDV icon
Capital Group Dividend Value ETF
CGDV
$7.8M
3
CGGR icon
Capital Group Growth ETF
CGGR
$5.63M
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
$4.67M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
$3.96M

Top Sells

1
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
$8.03M
2
IUSB icon
iShares Core Total USD Bond Market ETF
IUSB
$2.13M
3
TFLO icon
iShares Treasury Floating Rate Bond ETF
TFLO
$1.81M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
$1.8M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
$1.7M

Sector Composition

1 Technology 5.01%
2 Financials 2.93%
3 Consumer Staples 2.9%
4 Healthcare 2.29%
5 Industrials 2.25%
Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
CGCP icon
1
Capital Group Core Plus Income ETF
CGCP
$5.54B
$9.9M 8.64%
+445,429
New +$9.9M
SCHZ icon
2
Schwab US Aggregate Bond ETF
SCHZ
$8.85B
$9.44M 8.24%
207,099
+102,539
+98% +$4.67M
SPLG icon
3
SPDR Portfolio S&P 500 ETF
SPLG
$83.6B
$9.26M 8.08%
144,638
-125,502
-46% -$8.03M
CGDV icon
4
Capital Group Dividend Value ETF
CGDV
$21.2B
$7.8M 6.81%
+236,290
New +$7.8M
CGGR icon
5
Capital Group Growth ETF
CGGR
$15.3B
$5.63M 4.91%
+171,048
New +$5.63M
SCHX icon
6
Schwab US Large- Cap ETF
SCHX
$59B
$3.96M 3.46%
+61,644
New +$3.96M
CGXU icon
7
Capital Group International Focus Equity ETF
CGXU
$3.92B
$3.39M 2.96%
+131,771
New +$3.39M
IUSB icon
8
iShares Core Total USD Bond Market ETF
IUSB
$34B
$3.19M 2.79%
70,650
-46,993
-40% -$2.13M
FNDX icon
9
Schwab Fundamental US Large Company Index ETF
FNDX
$19.8B
$2.51M 2.19%
+37,496
New +$2.51M
SCHF icon
10
Schwab International Equity ETF
SCHF
$50.3B
$2.47M 2.15%
+64,236
New +$2.47M
QUAL icon
11
iShares MSCI USA Quality Factor ETF
QUAL
$54.2B
$2.39M 2.09%
13,989
-954
-6% -$163K
SCHG icon
12
Schwab US Large-Cap Growth ETF
SCHG
$47.9B
$2.32M 2.03%
+23,050
New +$2.32M
MSFT icon
13
Microsoft
MSFT
$3.77T
$2.17M 1.89%
4,850
-506
-9% -$226K
SCHD icon
14
Schwab US Dividend Equity ETF
SCHD
$72.5B
$2.16M 1.89%
27,832
-23,191
-45% -$1.8M
DYNF icon
15
BlackRock US Equity Factor Rotation ETF
DYNF
$22.6B
$1.87M 1.64%
39,910
+8,285
+26% +$389K
VOO icon
16
Vanguard S&P 500 ETF
VOO
$726B
$1.79M 1.56%
3,583
-5
-0.1% -$2.5K
IVW icon
17
iShares S&P 500 Growth ETF
IVW
$63.1B
$1.78M 1.56%
19,284
+15,476
+406% +$1.43M
CVX icon
18
Chevron
CVX
$324B
$1.74M 1.52%
11,109
-233
-2% -$36.4K
MBB icon
19
iShares MBS ETF
MBB
$41B
$1.48M 1.29%
16,121
-13,201
-45% -$1.21M
ESGU icon
20
iShares ESG Aware MSCI USA ETF
ESGU
$14.2B
$1.42M 1.24%
11,870
-3,725
-24% -$444K
FNDF icon
21
Schwab Fundamental International Large Company Index ETF
FNDF
$17.3B
$1.32M 1.15%
+37,622
New +$1.32M
AAPL icon
22
Apple
AAPL
$3.45T
$1.25M 1.09%
5,947
-79
-1% -$16.6K
EFG icon
23
iShares MSCI EAFE Growth ETF
EFG
$13.1B
$1.22M 1.07%
11,940
-4,836
-29% -$495K
IVE icon
24
iShares S&P 500 Value ETF
IVE
$41.2B
$1.16M 1.01%
6,369
-2,779
-30% -$506K
SCHH icon
25
Schwab US REIT ETF
SCHH
$8.37B
$1.11M 0.97%
+55,695
New +$1.11M
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