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CWM

Clearview Wealth Management Portfolio holdings

AUM $141M
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$141M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
60
New
Increased
Reduced
Closed

Top Buys

1
+$31.8M
2
+$13.7M
3
+$13.1M
4
IQLT icon
iShares MSCI Intl Quality Factor ETF
IQLT
+$9.34M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$6M

Top Sells

No sells this quarter

Sector Composition

1 Technology 4.44%
2 Communication Services 1.46%
3 Financials 1.39%
4 Industrials 1.11%
5 Consumer Discretionary 0.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IJR icon
26
iShares Core S&P Small-Cap ETF
IJR
$110B
$1.12M 0.79%
+8,988
ORCL icon
27
Oracle
ORCL
$404B
$999K 0.71%
+6,794
CGGR icon
28
Capital Group Growth ETF
CGGR
$24.6B
$996K 0.7%
+24,770
V icon
29
Visa
V
$689B
$991K 0.7%
+3,279
BRK.B icon
30
Berkshire Hathaway Class B
BRK.B
$1.1T
$972K 0.69%
+2,029
AOA icon
31
iShares Core 80/20 Aggressive Allocation ETF
AOA
$3.18B
$901K 0.64%
+10,185
AMZN icon
32
Amazon
AMZN
$2.61T
$893K 0.63%
+4,289
CGNG
33
Capital Group New Geography Equity ETF
CGNG
$2.59B
$803K 0.57%
+25,443
IJH icon
34
iShares Core S&P Mid-Cap ETF
IJH
$123B
$788K 0.56%
+11,670
VV icon
35
Vanguard Large-Cap ETF
VV
$52.3B
$735K 0.52%
+2,459
VTV icon
36
Vanguard Value ETF
VTV
$185B
$735K 0.52%
+3,744
SPEM icon
37
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$17.3B
$705K 0.5%
+15,026
AOR icon
38
iShares Core 60/40 Balanced Allocation ETF
AOR
$3.67B
$686K 0.49%
+10,666
TAXF icon
39
American Century Diversified Municipal Bond ETF
TAXF
$674M
$655K 0.46%
+13,094
RODM icon
40
Hartford Multifactor Developed Markets ex-US ETF
RODM
$1.54B
$592K 0.42%
+15,015
SMLV icon
41
State Street SPDR US Small Cap Low Volatility Index ETF
SMLV
$258M
$581K 0.41%
+4,239
XLV icon
42
State Street Health Care Select Sector SPDR ETF
XLV
$42.1B
$525K 0.37%
+3,583
TIP icon
43
iShares TIPS Bond ETF
TIP
$14.6B
$517K 0.37%
+4,682
TSLA icon
44
Tesla
TSLA
$1.48T
$473K 0.33%
+1,273
XLE icon
45
State Street Energy Select Sector SPDR ETF
XLE
$35.4B
$438K 0.31%
+7,149
NULG icon
46
Nuveen ESG Large-Cap Growth ETF
NULG
$2.72B
$362K 0.26%
+3,976
AVGO icon
47
Broadcom
AVGO
$1.71T
$356K 0.25%
+1,151
NULV icon
48
Nuveen ESG Large-Cap Value ETF
NULV
$2.14B
$351K 0.25%
+7,705
USMV icon
49
iShares MSCI USA Min Vol Factor ETF
USMV
$23.4B
$350K 0.25%
+3,778
FREL icon
50
Fidelity MSCI Real Estate Index ETF
FREL
$1.48B
$309K 0.22%
+11,496
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