Asset Manager
← All Institutions
Clearview Wealth Advisors LLC
Market Value
$133M
+1.8%
Holdings
102
+5
New Purchases
9
Added To
22
Closed
5
Reduced
59
Top 10 Concentration
50.7%
Turnover
13.7%
Top Buys (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| JAAA | 4.48% | 1.26% | +3.21% | $6M |
| APO | 2.22% | 0.52% | +1.69% | $3M |
| XTEN | 0.69% | 0.00% | +0.69% | $921K |
| GLDM | 0.44% | 0.00% | +0.44% | $592K |
| XLG | 0.40% | 0.00% | +0.40% | $539K |
| SPMO | 0.40% | 0.00% | +0.40% | $534K |
| IVE | 1.27% | 1.04% | +0.23% | $2M |
| AOS | 0.23% | 0.00% | +0.23% | $303K |
| HSY | 0.21% | 0.00% | +0.21% | $283K |
| DELL | 0.21% | 0.00% | +0.21% | $280K |
| IEMG | 0.52% | 0.32% | +0.19% | $687K |
| HEFA | 0.19% | 0.00% | +0.19% | $253K |
| SCHF | 2.31% | 2.14% | +0.17% | $3M |
| WPC | 0.16% | 0.00% | +0.16% | $216K |
| CVX | 1.33% | 1.19% | +0.14% | $2M |
Top Sells (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| CGGR | 4.76% | 5.64% | -0.88% | $6M |
| SPYM | 6.17% | 7.03% | -0.85% | $8M |
| IUSB | 2.32% | 3.04% | -0.71% | $3M |
| EFG | 0.72% | 1.32% | -0.61% | $954K |
| TLT | 0.00% | 0.54% | -0.54% | $0 |
| IVW | 1.75% | 2.17% | -0.42% | $2M |
| SCHX | 3.32% | 3.74% | -0.41% | $4M |
| CGDV | 6.97% | 7.34% | -0.38% | $9M |
| SCHG | 1.78% | 2.15% | -0.37% | $2M |
| SCHD | 0.77% | 1.09% | -0.32% | $1M |
| NVDA | 0.43% | 0.69% | -0.26% | $571K |
| CGCP | 8.98% | 9.24% | -0.25% | $12M |
| WMT | 0.42% | 0.67% | -0.25% | $558K |
| MBB | 1.10% | 1.32% | -0.22% | $1M |
| MSFT | 1.30% | 1.50% | -0.20% | $2M |
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 22 | $15M | 11.1% |
| Large Cap | 69 | $99M | 74.5% |
| Mid Cap | 9 | $18M | 13.6% |
| Small Cap | 1 | $921K | 0.7% |
| Micro Cap | 1 | $93K | 0.1% |
Portfolio Analytics
Avg Market Cap
$371.7B
Median Market Cap
$65.9B
Avg P/E
26.1
Median P/E
21.4
Avg Dividend Yield
0.02%
Avg Beta
0.87
# Stocks
45
# ETFs / Funds
57
Top Holdings (102 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | CGCP | 8.98% | 532,727 | $12M | $22.45 | -$121K | -11,448 | -2.1% | |
| 2 | SCHZ | 8.45% | 485,694 | $11M | $23.16 | $155K | -3,013 | -0.6% | |
| 3 | CGDV | 6.97% | 260,228 | $9M | $35.64 | -$329K | -12,136 | -4.5% | |
| 4 | SPYM | 6.17% | 124,953 | $8M | $65.76 | -$973K | -8,346 | -6.3% | |
| 5 | CGGR | 4.76% | 184,965 | $6M | $34.25 | -$1M | -13,492 | -6.8% | |
| 6 | JAAA | 4.48% | 117,498 | $6M | $50.71 | $4M | +84,908 | +260.5% | |
| 7 | SCHX | 3.32% | 200,436 | $4M | $22.08 | -$463K | -10,442 | -5.0% | |
| 8 | CGXU | 2.97% | 161,747 | $4M | $24.48 | $88K | +4,815 | +3.1% | |
| 9 | IUSB | 2.32% | 67,077 | $3M | $46.08 | -$880K | -20,767 | -23.6% | |
| 10 | SCHF | 2.31% | 155,467 | $3M | $19.78 | $278K | +4,282 | +2.8% | |
| 11 | FNDX | 2.28% | 128,529 | $3M | $23.61 | -$10K | -58 | -0.1% | |
| 12 | APO | 2.22% | 21,558 | $3M | $136.94 | $2M | +17,418 | +420.7% | |
| 13 | QUAL | 2.03% | 15,815 | $3M | $170.89 | -$15K | +554 | +3.6% | |
| 14 | SCHG | 1.78% | 94,536 | $2M | $25.04 | -$447K | -6,434 | -6.4% | |
| 15 | IVW | 1.75% | 25,131 | $2M | $92.83 | -$502K | -2,790 | -10.0% | |
| 16 | DYNF | 1.56% | 42,663 | $2M | $48.76 | -$181K | -1,464 | -3.3% | |
| 17 | CVX | 1.33% | 10,582 | $2M | $167.29 | $218K | -137 | -1.3% | |
| 18 | MSFT | 1.30% | 4,596 | $2M | $375.43 | -$232K | -48 | -1.0% | |
| 19 | IVE | 1.27% | 8,867 | $2M | $190.58 | $330K | +1,742 | +24.4% | |
| 20 | VOO | 1.24% | 3,200 | $2M | $513.91 | -$136K | -105 | -3.2% | |
| 21 | FNDF | 1.23% | 45,283 | $2M | $36.14 | $164K | +938 | +2.1% | |
| 22 | ESGU | 1.11% | 12,115 | $1M | $121.91 | -$78K | +43 | +0.4% | |
| 23 | EFV | 1.11% | 25,016 | $1M | $58.94 | -$225K | -7,373 | -22.8% | |
| 24 | MBB | 1.10% | 15,618 | $1M | $93.78 | -$266K | -3,263 | -17.3% | |
| 25 | SCHO | 1.03% | 56,333 | $1M | $24.34 | $12K | -174 | -0.3% | |
| 26 | SCHH | 0.92% | 57,030 | $1M | $21.51 | $13K | -594 | -1.0% | |
| 27 | AAPL | 0.92% | 5,489 | $1M | $222.12 | -$178K | -90 | -1.6% | |
| 28 | BINC | 0.81% | 20,570 | $1M | $52.38 | $18K | +203 | +1.0% | |
| 29 | COST | 0.78% | 1,098 | $1M | $946.04 | $33K | — | — | |
| 30 | SCHD | 0.77% | 36,588 | $1M | $27.96 | -$406K | -15,733 | -30.1% | |
| 31 | EFG | 0.72% | 9,539 | $954K | $100.00 | -$778K | -8,351 | -46.7% | |
| 32 | XTEN | 0.69% | 19,778 | $921K | $46.57 | — | +19,778 | — | NEW |
| 33 | ESGV | 0.66% | 8,974 | $879K | $97.95 | -$102K | -377 | -4.0% | |
| 34 | ABBV | 0.61% | 3,856 | $808K | $209.54 | $100K | -128 | -3.2% | |
| 35 | IYW | 0.59% | 5,595 | $786K | $140.43 | -$177K | -442 | -7.3% | |
| 36 | IVV | 0.58% | 1,370 | $770K | $562.06 | -$36K | +1 | +0.1% | |
| 37 | JPM | 0.57% | 3,102 | $761K | $245.28 | -$164K | -754 | -19.6% | |
| 38 | SCHA | 0.57% | 32,253 | $756K | $23.43 | -$61K | +685 | +2.2% | |
| 39 | EMXC | 0.56% | 13,537 | $746K | $55.09 | -$89K | -1,525 | -10.1% | |
| 40 | IEMG | 0.52% | 12,731 | $687K | $53.97 | $263K | +4,617 | +56.9% | |
| 41 | SCHC | 0.47% | 17,477 | $627K | $35.88 | $51K | +690 | +4.1% | |
| 42 | GLDM | 0.44% | 9,561 | $592K | $61.89 | — | +9,561 | — | NEW |
| 43 | AMZN | 0.44% | 3,063 | $583K | $190.26 | -$89K | +2 | +0.1% | |
| 44 | NVDA | 0.43% | 5,270 | $571K | $108.39 | -$336K | -1,486 | -22.0% | |
| 45 | SCHE | 0.43% | 20,569 | $567K | $27.57 | $37K | +658 | +3.3% | |
| 46 | JNJ | 0.43% | 3,413 | $566K | $165.84 | $73K | +2 | +0.1% | |
| 47 | WMT | 0.42% | 6,352 | $558K | $87.80 | -$321K | -3,371 | -34.7% | |
| 48 | BAC | 0.41% | 13,230 | $552K | $41.73 | -$39K | -211 | -1.6% | |
| 49 | XLG | 0.40% | 11,714 | $539K | $46.02 | — | +11,714 | — | NEW |
| 50 | MCD | 0.40% | 1,716 | $536K | $312.33 | $23K | -52 | -2.9% | |
| 51 | CSCO | 0.40% | 8,656 | $534K | $61.71 | $7K | -254 | -2.9% | |
| 52 | SPMO | 0.40% | 5,771 | $534K | $92.53 | — | +5,771 | — | NEW |
| 53 | WM | 0.40% | 2,304 | $533K | $231.53 | $50K | -93 | -3.9% | |
| 54 | PPL | 0.38% | 14,095 | $509K | $36.11 | $37K | -438 | -3.0% | |
| 55 | QCOM | 0.37% | 3,182 | $489K | $153.59 | -$4K | -27 | -0.8% | |
| 56 | NUE | 0.37% | 4,042 | $486K | $120.33 | -$617 | -131 | -3.1% | |
| 57 | LMT | 0.36% | 1,069 | $478K | $446.73 | -$60K | -37 | -3.4% | |
| 58 | GLD | 0.36% | 1,642 | $473K | $288.14 | $76K | — | — | |
| 59 | NSC | 0.35% | 1,959 | $464K | $236.80 | -$11K | -65 | -3.2% | |
| 60 | KMI | 0.34% | 15,724 | $449K | $28.53 | $6K | -441 | -2.7% | |
| 61 | BRK-B | 0.33% | 818 | $436K | $532.58 | $65K | — | — | |
| 62 | ACWI | 0.33% | 3,742 | $436K | $116.39 | -$4K | — | — | |
| 63 | CB | 0.33% | 1,440 | $435K | $302.07 | $24K | -47 | -3.2% | |
| 64 | PG | 0.31% | 2,391 | $408K | $170.44 | -$3K | -58 | -2.4% | |
| 65 | MTB | 0.30% | 2,212 | $395K | $178.78 | $98K | +628 | +39.6% | |
| 66 | FNDA | 0.29% | 14,035 | $384K | $27.39 | -$23K | +318 | +2.3% | |
| 67 | FNDE | 0.29% | 12,441 | $383K | $30.80 | $33K | +371 | +3.1% | |
| 68 | EMR | 0.29% | 3,490 | $383K | $109.64 | -$64K | -114 | -3.2% | |
| 69 | LOW | 0.28% | 1,596 | $372K | $233.23 | -$35K | -55 | -3.3% | |
| 70 | BMY | 0.27% | 5,820 | $355K | $60.99 | $15K | -191 | -3.2% | |
| 71 | ABT | 0.26% | 2,627 | $348K | $132.64 | $41K | -87 | -3.2% | |
| 72 | DE | 0.26% | 731 | $343K | $469.35 | $23K | -25 | -3.3% | |
| 73 | CI | 0.25% | 1,030 | $339K | $329.00 | $54K | — | — | |
| 74 | VYM | 0.25% | 2,596 | $335K | $128.96 | -$3K | -50 | -1.9% | |
| 75 | PNC | 0.25% | 1,905 | $335K | $175.73 | -$45K | -64 | -3.2% | |
| 76 | SCHW | 0.25% | 4,276 | $335K | $78.28 | $8K | -137 | -3.1% | |
| 77 | MDLZ | 0.25% | 4,894 | $332K | $67.85 | $30K | -156 | -3.1% | |
| 78 | EMB | 0.25% | 3,631 | $329K | $90.58 | $71K | +740 | +25.6% | |
| 79 | PEP | 0.24% | 2,134 | $320K | $149.96 | -$28K | -153 | -6.7% | |
| 80 | MRK | 0.24% | 3,540 | $318K | $89.76 | -$46K | -113 | -3.1% | |
| 81 | DGRW | 0.23% | 3,853 | $308K | $79.85 | -$11K | -86 | -2.2% | |
| 82 | AOS | 0.23% | 4,643 | $303K | $65.36 | — | +4,643 | — | NEW |
| 83 | SPLV | 0.22% | 3,918 | $293K | $74.73 | -$5K | -331 | -7.8% | |
| 84 | HSY | 0.21% | 1,654 | $283K | $171.04 | — | +1,654 | — | NEW |
| 85 | AGG | 0.21% | 2,855 | $282K | $98.92 | $6K | — | — | |
| 86 | SCHP | 0.21% | 10,494 | $282K | $26.89 | -$2K | -500 | -4.5% | |
| 87 | DELL | 0.21% | 3,077 | $280K | $91.15 | — | +3,077 | — | NEW |
| 88 | USMV | 0.21% | 2,930 | $274K | $93.67 | -$6K | -225 | -7.1% | |
| 89 | VIG | 0.19% | 1,310 | $254K | $193.92 | -$7K | -21 | -1.6% | |
| 90 | HEFA | 0.19% | 6,984 | $253K | $36.29 | — | +6,984 | — | NEW |
| 91 | BND | 0.17% | 3,166 | $233K | $73.45 | $5K | +7 | +0.2% | |
| 92 | EOG | 0.17% | 1,739 | $223K | $128.24 | $3K | -58 | -3.2% | |
| 93 | IJR | 0.17% | 2,109 | $221K | $104.55 | -$22K | +3 | +0.1% | |
| 94 | GIS | 0.17% | 3,684 | $220K | $59.80 | -$21K | -96 | -2.5% | |
| 95 | WPC | 0.16% | 3,425 | $216K | $63.11 | — | +3,425 | — | NEW |
| 96 | SCHI | 0.16% | 9,506 | $214K | $22.46 | -$8K | -535 | -5.3% | |
| 97 | WVVI | 0.07% | 15,574 | $93K | $5.94 | $40K | — | — | |
| 98 | IFRA | —% | — | — | — | -$238K | -5,142 | -100.0% | SOLD |
| 99 | SPY | —% | — | — | — | -$213K | -363 | -100.0% | SOLD |
| 100 | TLT | —% | — | — | — | -$710K | -8,131 | -100.0% | SOLD |