Asset Manager
← All Institutions
Clearview Wealth Advisors LLC
Market Value
$157M
+1.1%
Holdings
103
+1
New Purchases
3
Added To
33
Closed
2
Reduced
61
Top 10 Concentration
49.7%
Turnover
4.9%
Top Buys (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| XLG | 1.46% | 0.75% | +0.71% | $2M |
| AVEM | 0.56% | 0.00% | +0.56% | $877K |
| IVE | 1.87% | 1.33% | +0.54% | $3M |
| BAI | 0.73% | 0.31% | +0.42% | $1M |
| APO | 2.48% | 2.12% | +0.36% | $4M |
| SHLD | 0.25% | 0.00% | +0.25% | $399K |
| SPMO | 0.72% | 0.47% | +0.25% | $1M |
| JAAA | 4.35% | 4.10% | +0.25% | $7M |
| GLDM | 0.57% | 0.37% | +0.20% | $903K |
| DYNF | 1.85% | 1.69% | +0.16% | $3M |
| SCYB | 0.30% | 0.16% | +0.15% | $475K |
| SCHI | 0.14% | 0.00% | +0.14% | $213K |
| SPYM | 4.14% | 4.04% | +0.10% | $7M |
| SCHO | 1.00% | 0.93% | +0.06% | $2M |
| FNDX | 2.38% | 2.32% | +0.06% | $4M |
Top Sells (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| QUAL | 1.13% | 2.15% | -1.02% | $2M |
| EFG | 0.00% | 0.66% | -0.66% | $0 |
| IYW | 0.00% | 0.62% | -0.62% | $0 |
| EFV | 1.27% | 1.67% | -0.40% | $2M |
| IUSB | 1.36% | 1.71% | -0.35% | $2M |
| MSFT | 1.28% | 1.50% | -0.22% | $2M |
| IEMG | 0.96% | 1.12% | -0.17% | $2M |
| SCHD | 0.46% | 0.61% | -0.15% | $728K |
| COST | 0.54% | 0.65% | -0.11% | $851K |
| CGXU | 3.14% | 3.25% | -0.11% | $5M |
| CGCP | 8.70% | 8.80% | -0.10% | $14M |
| NVDA | 0.41% | 0.50% | -0.08% | $648K |
| LEN | 0.19% | 0.25% | -0.06% | $300K |
| CVX | 0.98% | 1.04% | -0.06% | $2M |
| DELL | 0.23% | 0.28% | -0.04% | $364K |
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 21 | $16M | 10.5% |
| Large Cap | 70 | $116M | 73.7% |
| Mid Cap | 10 | $23M | 14.5% |
| Small Cap | 1 | $2M | 1.3% |
| Micro Cap | 1 | $48K | 0.0% |
Portfolio Analytics
Avg Market Cap
$361.5B
Median Market Cap
$54.7B
Avg P/E
30.1
Median P/E
21.1
Avg Dividend Yield
0.02%
Avg Beta
0.88
# Stocks
44
# ETFs / Funds
59
Top Holdings (103 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | CGCP | 8.70% | 603,327 | $14M | $22.64 | -$6K | +1,866 | +0.3% | |
| 2 | SCHZ | 7.53% | 505,777 | $12M | $23.37 | $142K | +8,189 | +1.6% | |
| 3 | CGDV | 7.43% | 267,294 | $12M | $43.64 | $66K | -8,661 | -3.1% | |
| 4 | CGGR | 5.94% | 209,630 | $9M | $44.47 | $147K | +719 | +0.3% | |
| 5 | JAAA | 4.35% | 135,166 | $7M | $50.58 | $464K | +9,667 | +7.7% | |
| 6 | SPYM | 4.14% | 81,063 | $7M | $80.22 | $231K | +997 | +1.2% | |
| 7 | SCHX | 3.64% | 212,105 | $6M | $26.91 | $101K | -766 | -0.4% | |
| 8 | CGXU | 3.14% | 166,732 | $5M | $29.55 | -$117K | -3,555 | -2.1% | |
| 9 | APO | 2.48% | 26,866 | $4M | $144.76 | $597K | +2,161 | +8.8% | |
| 10 | SCHF | 2.39% | 155,890 | $4M | $24.04 | $76K | -1,829 | -1.2% | |
| 11 | FNDX | 2.38% | 137,409 | $4M | $27.21 | $130K | +170 | +0.1% | |
| 12 | SCHG | 2.09% | 100,351 | $3M | $32.62 | $60K | -358 | -0.4% | |
| 13 | IVE | 1.87% | 13,829 | $3M | $212.08 | $863K | +3,805 | +38.0% | |
| 14 | DYNF | 1.85% | 47,637 | $3M | $60.81 | $277K | +3,391 | +7.7% | |
| 15 | IVW | 1.82% | 23,194 | $3M | $123.26 | $18K | -337 | -1.4% | |
| 16 | XLG | 1.46% | 38,554 | $2M | $59.28 | $1M | +18,433 | +91.6% | |
| 17 | IUSB | 1.36% | 45,770 | $2M | $46.54 | -$524K | -11,054 | -19.4% | |
| 18 | FNDF | 1.31% | 45,634 | $2M | $45.21 | $84K | -441 | -1.0% | |
| 19 | XTEN | 1.30% | 44,306 | $2M | $46.22 | $28K | +993 | +2.3% | |
| 20 | MSFT | 1.28% | 4,168 | $2M | $483.65 | -$318K | -338 | -7.5% | |
| 21 | EFV | 1.27% | 27,936 | $2M | $71.41 | -$601K | -10,341 | -27.0% | |
| 22 | VOO | 1.24% | 3,109 | $2M | $627.13 | -$3K | -79 | -2.5% | |
| 23 | QUAL | 1.13% | 8,935 | $2M | $198.62 | -$2M | -8,258 | -48.0% | |
| 24 | ESGU | 1.11% | 11,713 | $2M | $148.98 | $47K | +52 | +0.5% | |
| 25 | MBB | 1.02% | 16,809 | $2M | $95.22 | $69K | +709 | +4.4% | |
| 26 | SCHO | 1.00% | 64,164 | $2M | $24.37 | $112K | +4,672 | +7.8% | |
| 27 | CVX | 0.98% | 10,105 | $2M | $152.42 | -$70K | -264 | -2.5% | |
| 28 | IEMG | 0.96% | 22,366 | $2M | $67.22 | -$244K | -4,137 | -15.6% | |
| 29 | AAPL | 0.93% | 5,345 | $1M | $271.87 | $50K | -165 | -3.0% | |
| 30 | SCHH | 0.77% | 58,227 | $1M | $20.89 | -$42K | -131 | -0.2% | |
| 31 | BINC | 0.76% | 22,741 | $1M | $52.77 | $56K | +1,260 | +5.9% | |
| 32 | BAI | 0.73% | 34,505 | $1M | $33.30 | $664K | +20,318 | +143.2% | |
| 33 | SPMO | 0.72% | 9,485 | $1M | $119.32 | $406K | +3,493 | +58.3% | |
| 34 | THRO | 0.68% | 27,548 | $1M | $38.56 | $43K | +616 | +2.3% | |
| 35 | ESGV | 0.67% | 8,758 | $1M | $120.96 | -$196 | -188 | -2.1% | |
| 36 | SCHA | 0.63% | 34,971 | $996K | $28.48 | $36K | +577 | +1.7% | |
| 37 | JPM | 0.60% | 2,921 | $941K | $322.24 | -$16K | -115 | -3.8% | |
| 38 | IAGG | 0.60% | 18,769 | $939K | $50.01 | $38K | +1,182 | +6.7% | |
| 39 | GLDM | 0.57% | 10,572 | $903K | $85.37 | $326K | +3,030 | +40.2% | |
| 40 | AVEM | 0.56% | 11,393 | $877K | $77.02 | — | +11,393 | — | NEW |
| 41 | COST | 0.54% | 987 | $851K | $862.25 | -$166K | -112 | -10.2% | |
| 42 | SCHC | 0.54% | 18,592 | $846K | $45.53 | $22K | +472 | +2.6% | |
| 43 | ABBV | 0.52% | 3,595 | $821K | $228.46 | -$48K | -159 | -4.2% | |
| 44 | IVV | 0.50% | 1,145 | $784K | $684.86 | $17K | -1 | -0.1% | |
| 45 | SCHD | 0.46% | 26,527 | $728K | $27.43 | -$222K | -8,269 | -23.8% | |
| 46 | SCHE | 0.43% | 20,830 | $682K | $32.75 | -$21K | -234 | -1.1% | |
| 47 | AMZN | 0.43% | 2,893 | $668K | $230.82 | -$16K | -220 | -7.1% | |
| 48 | JNJ | 0.42% | 3,218 | $666K | $206.97 | $43K | -144 | -4.3% | |
| 49 | BAC | 0.42% | 12,093 | $665K | $55.00 | $3K | -733 | -5.7% | |
| 50 | WMT | 0.41% | 5,829 | $649K | $111.42 | $4K | -429 | -6.9% | |
| 51 | NVDA | 0.41% | 3,474 | $648K | $186.50 | -$123K | -660 | -16.0% | |
| 52 | GLD | 0.39% | 1,542 | $611K | $396.31 | $63K | — | — | |
| 53 | NUE | 0.39% | 3,730 | $608K | $163.10 | $79K | -179 | -4.6% | |
| 54 | CSCO | 0.38% | 7,809 | $602K | $77.03 | $30K | -551 | -6.6% | |
| 55 | ACWI | 0.34% | 3,742 | $529K | $141.49 | $12K | — | — | |
| 56 | NSC | 0.33% | 1,806 | $521K | $288.66 | -$47K | -86 | -4.5% | |
| 57 | QCOM | 0.32% | 2,947 | $504K | $171.06 | -$10K | -141 | -4.6% | |
| 58 | FNDA | 0.32% | 15,765 | $497K | $31.51 | $10K | +147 | +0.9% | |
| 59 | MCD | 0.31% | 1,605 | $490K | $305.59 | -$16K | -61 | -3.7% | |
| 60 | LMT | 0.31% | 992 | $480K | $483.70 | -$38K | -45 | -4.3% | |
| 61 | SCYB | 0.30% | 17,977 | $475K | $26.42 | $233K | +8,917 | +98.4% | |
| 62 | WM | 0.30% | 2,138 | $470K | $219.73 | -$25K | -103 | -4.6% | |
| 63 | PPL | 0.29% | 12,991 | $455K | $35.02 | -$53K | -683 | -5.0% | |
| 64 | FNDE | 0.29% | 12,421 | $448K | $36.06 | -$20K | -526 | -4.1% | |
| 65 | EMR | 0.27% | 3,204 | $425K | $132.71 | -$17K | -167 | -5.0% | |
| 66 | CB | 0.27% | 1,338 | $418K | $312.17 | $24K | -58 | -4.2% | |
| 67 | VYM | 0.27% | 2,902 | $417K | $143.52 | $57K | +352 | +13.8% | |
| 68 | EMB | 0.26% | 4,313 | $415K | $96.29 | $27K | +232 | +5.7% | |
| 69 | MTB | 0.26% | 2,055 | $414K | $201.52 | -$13K | -106 | -4.9% | |
| 70 | KMI | 0.25% | 14,559 | $400K | $27.49 | -$31K | -665 | -4.4% | |
| 71 | SHLD | 0.25% | 6,157 | $399K | $64.79 | — | +6,157 | — | NEW |
| 72 | SCHW | 0.25% | 3,963 | $396K | $99.91 | -$1K | -195 | -4.7% | |
| 73 | PNC | 0.23% | 1,763 | $368K | $208.68 | -$3K | -84 | -4.5% | |
| 74 | DELL | 0.23% | 2,890 | $364K | $125.88 | -$65K | -133 | -4.4% | |
| 75 | BRK-B | 0.23% | 723 | $363K | $502.65 | -$30K | -60 | -7.7% | |
| 76 | LOW | 0.23% | 1,478 | $356K | $241.16 | -$33K | -71 | -4.6% | |
| 77 | GOOGL | 0.21% | 1,060 | $332K | $313.06 | $20K | -221 | -17.2% | |
| 78 | DGRW | 0.21% | 3,613 | $323K | $89.44 | $90K | +990 | +37.7% | |
| 79 | PG | 0.20% | 2,234 | $320K | $143.28 | -$35K | -74 | -3.2% | |
| 80 | DE | 0.20% | 678 | $316K | $465.57 | -$9K | -33 | -4.6% | |
| 81 | VIG | 0.20% | 1,425 | $313K | $219.71 | $34K | +129 | +9.9% | |
| 82 | SCHP | 0.20% | 11,692 | $310K | $26.49 | $41K | +1,711 | +17.1% | |
| 83 | ABT | 0.19% | 2,422 | $303K | $125.28 | -$36K | -115 | -4.5% | |
| 84 | LEN | 0.19% | 2,921 | $300K | $102.80 | -$90K | -172 | -5.6% | |
| 85 | AOS | 0.18% | 4,319 | $289K | $66.88 | -$43K | -204 | -4.5% | |
| 86 | PEP | 0.18% | 2,003 | $287K | $143.51 | -$4K | -75 | -3.6% | |
| 87 | BMY | 0.18% | 5,326 | $287K | $53.94 | $34K | -292 | -5.2% | |
| 88 | HSY | 0.18% | 1,567 | $285K | $181.96 | -$19K | -60 | -3.7% | |
| 89 | CI | 0.18% | 1,030 | $283K | $275.23 | -$13K | — | — | |
| 90 | EOG | 0.18% | 2,617 | $275K | $105.01 | -$36K | -156 | -5.6% | |
| 91 | TSLA | 0.17% | 596 | $268K | $449.72 | $3K | — | — | |
| 92 | SPY | 0.17% | 389 | $265K | $681.45 | $10K | +7 | +1.8% | |
| 93 | BND | 0.17% | 3,565 | $264K | $74.07 | $33K | +454 | +14.6% | |
| 94 | AGG | 0.16% | 2,554 | $255K | $99.88 | -$39K | -377 | -12.9% | |
| 95 | MDLZ | 0.16% | 4,522 | $243K | $53.83 | -$54K | -231 | -4.9% | |
| 96 | USMV | 0.15% | 2,421 | $228K | $94.16 | -$34K | -336 | -12.2% | |
| 97 | SPLV | 0.14% | 3,106 | $222K | $71.43 | -$54K | -648 | -17.3% | |
| 98 | SCHI | 0.14% | 9,289 | $213K | $22.97 | — | +9,289 | — | NEW |
| 99 | FTEC | 0.13% | 929 | $209K | $224.55 | $2K | +1 | +0.1% | |
| 100 | WPC | 0.13% | 3,154 | $203K | $64.36 | -$20K | -151 | -4.6% |