CWA

Clearview Wealth Advisors Portfolio holdings

AUM $144M
1-Year Est. Return 11.7%
This Quarter Est. Return
1 Year Est. Return
+11.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$134M
AUM Growth
+$2.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$4.31M
2
+$2.39M
3
+$921K
4
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$592K
5
XLG icon
Invesco S&P 500 Top 50 ETF
XLG
+$539K

Top Sells

1
+$957K
2
+$835K
3
+$710K
4
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$549K
5
CGGR icon
Capital Group Growth ETF
CGGR
+$462K

Sector Composition

1 Financials 4.63%
2 Technology 3.82%
3 Consumer Staples 2.43%
4 Industrials 2.2%
5 Healthcare 2.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CGCP icon
1
Capital Group Core Plus Income ETF
CGCP
$5.8B
$12M 8.94%
532,727
-11,448
SCHZ icon
2
Schwab US Aggregate Bond ETF
SCHZ
$9.06B
$11.2M 8.4%
485,694
-3,013
CGDV icon
3
Capital Group Dividend Value ETF
CGDV
$22.1B
$9.27M 6.93%
260,228
-12,136
SPLG icon
4
SPDR Portfolio S&P 500 ETF
SPLG
$89.2B
$8.22M 6.14%
124,953
-8,346
CGGR icon
5
Capital Group Growth ETF
CGGR
$16.6B
$6.34M 4.73%
184,965
-13,492
JAAA icon
6
Janus Henderson AAA CLO ETF
JAAA
$25.1B
$5.96M 4.45%
117,498
+84,908
SCHX icon
7
Schwab US Large- Cap ETF
SCHX
$61.4B
$4.43M 3.31%
200,436
-10,442
CGXU icon
8
Capital Group International Focus Equity ETF
CGXU
$4.3B
$3.96M 2.96%
161,747
+4,815
IUSB icon
9
iShares Core Total USD Bond Market ETF
IUSB
$33.6B
$3.09M 2.31%
67,077
-20,767
SCHF icon
10
Schwab International Equity ETF
SCHF
$52.8B
$3.08M 2.3%
155,467
+4,282
FNDX icon
11
Schwab Fundamental US Large Company Index ETF
FNDX
$20.9B
$3.03M 2.27%
128,529
-58
APO icon
12
Apollo Global Management
APO
$71.6B
$2.95M 2.21%
21,558
+17,418
QUAL icon
13
iShares MSCI USA Quality Factor ETF
QUAL
$53.7B
$2.7M 2.02%
15,815
+554
SCHG icon
14
Schwab US Large-Cap Growth ETF
SCHG
$52.4B
$2.37M 1.77%
94,536
-6,434
IVW icon
15
iShares S&P 500 Growth ETF
IVW
$66.4B
$2.33M 1.74%
25,131
-2,790
DYNF icon
16
BlackRock US Equity Factor Rotation ETF
DYNF
$26.2B
$2.08M 1.55%
42,663
-1,464
CVX icon
17
Chevron
CVX
$311B
$1.77M 1.32%
10,582
-137
MSFT icon
18
Microsoft
MSFT
$3.84T
$1.73M 1.29%
4,596
-48
IVE icon
19
iShares S&P 500 Value ETF
IVE
$42.2B
$1.69M 1.26%
8,867
+1,742
VOO icon
20
Vanguard S&P 500 ETF
VOO
$765B
$1.64M 1.23%
3,200
-105
FNDF icon
21
Schwab Fundamental International Large Company Index ETF
FNDF
$18.5B
$1.64M 1.22%
45,283
+938
ESGU icon
22
iShares ESG Aware MSCI USA ETF
ESGU
$15B
$1.48M 1.1%
12,115
+43
EFV icon
23
iShares MSCI EAFE Value ETF
EFV
$27.6B
$1.47M 1.1%
25,016
-7,373
MBB icon
24
iShares MBS ETF
MBB
$41.7B
$1.46M 1.09%
15,618
-3,263
SCHO icon
25
Schwab Short-Term US Treasury ETF
SCHO
$11.3B
$1.37M 1.02%
56,333
-174
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