Asset Manager
← All Institutions
Clearview Wealth Advisors LLC
Market Value
$143M
+7.2%
Holdings
104
+2
New Purchases
7
Added To
32
Closed
5
Reduced
55
Top 10 Concentration
48.9%
Turnover
11.5%
Top Buys (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| CGGR | 5.66% | 4.76% | +0.90% | $8M |
| THRO | 0.64% | 0.00% | +0.64% | $918K |
| XTEN | 1.32% | 0.69% | +0.63% | $2M |
| IAGG | 0.59% | 0.00% | +0.59% | $846K |
| IEMG | 1.07% | 0.52% | +0.55% | $2M |
| EFV | 1.61% | 1.11% | +0.50% | $2M |
| CGDV | 7.37% | 6.97% | +0.40% | $11M |
| MSFT | 1.60% | 1.30% | +0.30% | $2M |
| BAI | 0.24% | 0.00% | +0.24% | $348K |
| LEN | 0.24% | 0.00% | +0.24% | $346K |
| XLG | 0.64% | 0.40% | +0.23% | $911K |
| SCHG | 1.97% | 1.78% | +0.19% | $3M |
| AVGO | 0.18% | 0.00% | +0.18% | $260K |
| SPY | 0.16% | 0.00% | +0.16% | $235K |
| GOOGL | 0.15% | 0.00% | +0.15% | $219K |
Top Sells (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| SPYM | 4.11% | 6.17% | -2.06% | $6M |
| SCHZ | 7.81% | 8.45% | -0.65% | $11M |
| EMXC | 0.00% | 0.56% | -0.56% | $0 |
| IUSB | 1.80% | 2.32% | -0.52% | $3M |
| JAAA | 4.13% | 4.48% | -0.34% | $6M |
| CGCP | 8.66% | 8.98% | -0.32% | $12M |
| CVX | 1.06% | 1.33% | -0.27% | $2M |
| MRK | 0.00% | 0.24% | -0.24% | $0 |
| HEFA | 0.00% | 0.19% | -0.19% | $0 |
| IJR | 0.00% | 0.17% | -0.17% | $0 |
| GIS | 0.00% | 0.17% | -0.17% | $0 |
| GLDM | 0.32% | 0.44% | -0.12% | $460K |
| AAPL | 0.80% | 0.92% | -0.11% | $1M |
| ABBV | 0.50% | 0.61% | -0.11% | $714K |
| SCHD | 0.68% | 0.77% | -0.09% | $966K |
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 22 | $16M | 11.2% |
| Large Cap | 71 | $105M | 73.5% |
| Mid Cap | 9 | $20M | 13.9% |
| Small Cap | 1 | $2M | 1.3% |
| Micro Cap | 1 | $86K | 0.1% |
Portfolio Analytics
Avg Market Cap
$364.7B
Median Market Cap
$64.3B
Avg P/E
25.8
Median P/E
21.2
Avg Dividend Yield
0.02%
Avg Beta
0.87
# Stocks
46
# ETFs / Funds
58
Top Holdings (104 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | CGCP | 8.66% | 549,551 | $12M | $22.50 | $405K | +16,824 | +3.2% | |
| 2 | SCHZ | 7.81% | 479,299 | $11M | $23.24 | -$110K | -6,395 | -1.3% | |
| 3 | CGDV | 7.37% | 266,355 | $11M | $39.49 | $1M | +6,127 | +2.4% | |
| 4 | CGGR | 5.66% | 198,550 | $8M | $40.65 | $2M | +13,585 | +7.3% | |
| 5 | JAAA | 4.13% | 116,240 | $6M | $50.75 | -$59K | -1,258 | -1.1% | |
| 6 | SPYM | 4.11% | 80,769 | $6M | $72.69 | -$2M | -44,184 | -35.4% | |
| 7 | SCHX | 3.46% | 201,943 | $5M | $24.44 | $510K | +1,507 | +0.8% | |
| 8 | CGXU | 3.10% | 163,261 | $4M | $27.13 | $470K | +1,514 | +0.9% | |
| 9 | SCHF | 2.34% | 151,031 | $3M | $22.10 | $263K | -4,436 | -2.9% | |
| 10 | APO | 2.25% | 22,647 | $3M | $141.87 | $261K | +1,089 | +5.0% | |
| 11 | FNDX | 2.24% | 130,166 | $3M | $24.54 | $160K | +1,637 | +1.3% | |
| 12 | QUAL | 2.10% | 16,402 | $3M | $182.83 | $296K | +587 | +3.7% | |
| 13 | SCHG | 1.97% | 96,044 | $3M | $29.21 | $438K | +1,508 | +1.6% | |
| 14 | IUSB | 1.80% | 55,610 | $3M | $46.23 | -$520K | -11,467 | -17.1% | |
| 15 | IVW | 1.78% | 23,109 | $3M | $110.10 | $211K | -2,022 | -8.1% | |
| 16 | DYNF | 1.61% | 42,318 | $2M | $54.46 | $224K | -345 | -0.8% | |
| 17 | EFV | 1.61% | 36,127 | $2M | $63.48 | $819K | +11,111 | +44.4% | |
| 18 | MSFT | 1.60% | 4,593 | $2M | $497.42 | $559K | -3 | -0.1% | |
| 19 | XTEN | 1.32% | 40,944 | $2M | $46.16 | $969K | +21,166 | +107.0% | |
| 20 | IVE | 1.28% | 9,368 | $2M | $195.42 | $141K | +501 | +5.7% | |
| 21 | VOO | 1.27% | 3,188 | $2M | $568.03 | $166K | -12 | -0.4% | |
| 22 | FNDF | 1.24% | 44,348 | $2M | $40.02 | $138K | -935 | -2.1% | |
| 23 | ESGU | 1.16% | 12,186 | $2M | $135.30 | $172K | +71 | +0.6% | |
| 24 | IEMG | 1.07% | 25,352 | $2M | $60.03 | $835K | +12,621 | +99.1% | |
| 25 | CVX | 1.06% | 10,561 | $2M | $143.19 | -$258K | -21 | -0.2% | |
| 26 | MBB | 1.02% | 15,486 | $1M | $93.89 | -$11K | -132 | -0.8% | |
| 27 | SCHO | 0.97% | 56,734 | $1M | $24.38 | $12K | +401 | +0.7% | |
| 28 | SCHH | 0.86% | 57,696 | $1M | $21.16 | -$6K | +666 | +1.2% | |
| 29 | AAPL | 0.80% | 5,575 | $1M | $205.18 | -$75K | +86 | +1.6% | |
| 30 | BINC | 0.76% | 20,643 | $1M | $52.84 | $13K | +73 | +0.3% | |
| 31 | COST | 0.76% | 1,099 | $1M | $989.67 | $49K | +1 | +0.1% | |
| 32 | EFG | 0.74% | 9,371 | $1M | $112.00 | $96K | -168 | -1.8% | |
| 33 | ESGV | 0.69% | 8,946 | $981K | $109.64 | $102K | -28 | -0.3% | |
| 34 | SCHD | 0.68% | 36,456 | $966K | $26.50 | -$57K | -132 | -0.4% | |
| 35 | THRO | 0.64% | 25,791 | $918K | $35.58 | — | +25,791 | — | NEW |
| 36 | XLG | 0.64% | 17,493 | $911K | $52.10 | $372K | +5,779 | +49.3% | |
| 37 | IYW | 0.63% | 5,223 | $905K | $173.26 | $119K | -372 | -6.7% | |
| 38 | JPM | 0.63% | 3,103 | $900K | $289.94 | $139K | +1 | +0.0% | |
| 39 | IAGG | 0.59% | 16,561 | $846K | $51.09 | — | +16,561 | — | NEW |
| 40 | SCHA | 0.59% | 33,432 | $846K | $25.30 | $90K | +1,179 | +3.7% | |
| 41 | IVV | 0.52% | 1,198 | $744K | $620.88 | -$26K | -172 | -12.6% | |
| 42 | SCHC | 0.51% | 17,016 | $725K | $42.59 | $98K | -461 | -2.6% | |
| 43 | ABBV | 0.50% | 3,847 | $714K | $185.60 | -$94K | -9 | -0.2% | |
| 44 | AMZN | 0.47% | 3,063 | $672K | $219.39 | $89K | — | — | |
| 45 | NVDA | 0.47% | 4,216 | $666K | $158.00 | $95K | -1,054 | -20.0% | |
| 46 | SPMO | 0.46% | 5,828 | $655K | $112.47 | $121K | +57 | +1.0% | |
| 47 | BAC | 0.44% | 13,171 | $623K | $47.32 | $71K | -59 | -0.5% | |
| 48 | WMT | 0.44% | 6,359 | $622K | $97.77 | $64K | +7 | +0.1% | |
| 49 | SCHE | 0.43% | 20,325 | $613K | $30.14 | $45K | -244 | -1.2% | |
| 50 | CSCO | 0.42% | 8,596 | $596K | $69.38 | $62K | -60 | -0.7% | |
| 51 | WM | 0.37% | 2,306 | $528K | $228.84 | -$6K | +2 | +0.1% | |
| 52 | NUE | 0.36% | 4,020 | $521K | $129.53 | $34K | -22 | -0.5% | |
| 53 | JNJ | 0.36% | 3,407 | $520K | $152.76 | -$46K | -6 | -0.2% | |
| 54 | QCOM | 0.35% | 3,164 | $504K | $159.27 | $15K | -18 | -0.6% | |
| 55 | MCD | 0.35% | 1,708 | $499K | $292.14 | -$37K | -8 | -0.5% | |
| 56 | NSC | 0.35% | 1,945 | $498K | $255.92 | $34K | -14 | -0.7% | |
| 57 | LMT | 0.35% | 1,065 | $493K | $463.16 | $16K | -4 | -0.4% | |
| 58 | ACWI | 0.34% | 3,742 | $481K | $128.60 | $46K | — | — | |
| 59 | PPL | 0.33% | 14,054 | $476K | $33.89 | -$33K | -41 | -0.3% | |
| 60 | GLD | 0.33% | 1,542 | $470K | $304.83 | -$3K | -100 | -6.1% | |
| 61 | EMR | 0.32% | 3,466 | $462K | $133.33 | $79K | -24 | -0.7% | |
| 62 | GLDM | 0.32% | 7,019 | $460K | $65.52 | -$132K | -2,542 | -26.6% | |
| 63 | KMI | 0.32% | 15,640 | $460K | $29.40 | $11K | -84 | -0.5% | |
| 64 | MTB | 0.30% | 2,215 | $430K | $194.03 | $34K | +3 | +0.1% | |
| 65 | FNDA | 0.30% | 14,827 | $425K | $28.65 | $40K | +792 | +5.6% | |
| 66 | CB | 0.29% | 1,434 | $415K | $289.65 | -$20K | -6 | -0.4% | |
| 67 | FNDE | 0.29% | 12,337 | $407K | $33.01 | $24K | -104 | -0.8% | |
| 68 | BRK-B | 0.28% | 818 | $397K | $485.77 | -$38K | — | — | |
| 69 | SCHW | 0.27% | 4,270 | $390K | $91.24 | $55K | -6 | -0.1% | |
| 70 | PG | 0.27% | 2,383 | $380K | $159.32 | -$28K | -8 | -0.3% | |
| 71 | DELL | 0.27% | 3,091 | $379K | $122.60 | $98K | +14 | +0.5% | |
| 72 | DE | 0.26% | 729 | $371K | $508.49 | $28K | -2 | -0.3% | |
| 73 | ABT | 0.25% | 2,610 | $355K | $136.00 | $7K | -17 | -0.7% | |
| 74 | PNC | 0.25% | 1,897 | $354K | $186.38 | $19K | -8 | -0.4% | |
| 75 | LOW | 0.25% | 1,591 | $353K | $221.87 | -$19K | -5 | -0.3% | |
| 76 | EMB | 0.25% | 3,801 | $352K | $92.62 | $23K | +170 | +4.7% | |
| 77 | BAI | 0.24% | 12,053 | $348K | $28.85 | — | +12,053 | — | NEW |
| 78 | LEN | 0.24% | 3,127 | $346K | $110.61 | — | +3,127 | — | NEW |
| 79 | CI | 0.24% | 1,030 | $340K | $330.58 | $2K | — | — | |
| 80 | VYM | 0.24% | 2,550 | $340K | $133.31 | $5K | -46 | -1.8% | |
| 81 | EOG | 0.24% | 2,825 | $338K | $119.61 | $115K | +1,086 | +62.5% | |
| 82 | MDLZ | 0.23% | 4,880 | $329K | $67.44 | -$3K | -14 | -0.3% | |
| 83 | AOS | 0.21% | 4,649 | $305K | $65.57 | $1K | +6 | +0.1% | |
| 84 | SPLV | 0.20% | 3,906 | $284K | $72.81 | -$8K | -12 | -0.3% | |
| 85 | PEP | 0.20% | 2,125 | $281K | $132.05 | -$39K | -9 | -0.4% | |
| 86 | SCHP | 0.19% | 10,401 | $278K | $26.68 | -$5K | -93 | -0.9% | |
| 87 | HSY | 0.19% | 1,659 | $275K | $165.99 | -$8K | +5 | +0.3% | |
| 88 | USMV | 0.19% | 2,922 | $274K | $93.86 | -$172 | -8 | -0.3% | |
| 89 | BMY | 0.19% | 5,783 | $268K | $46.29 | -$87K | -37 | -0.6% | |
| 90 | VIG | 0.19% | 1,302 | $266K | $204.60 | $12K | -8 | -0.6% | |
| 91 | AGG | 0.19% | 2,676 | $265K | $99.20 | -$17K | -179 | -6.3% | |
| 92 | AVGO | 0.18% | 944 | $260K | $275.56 | — | +944 | — | NEW |
| 93 | DGRW | 0.17% | 2,928 | $245K | $83.74 | -$62K | -925 | -24.0% | |
| 94 | SPY | 0.16% | 381 | $235K | $617.52 | — | +381 | — | NEW |
| 95 | BND | 0.16% | 3,111 | $229K | $73.63 | -$3K | -55 | -1.7% | |
| 96 | GOOGL | 0.15% | 1,240 | $219K | $176.24 | — | +1,240 | — | NEW |
| 97 | SCHI | 0.15% | 9,410 | $214K | $22.76 | $674 | -96 | -1.0% | |
| 98 | WPC | 0.15% | 3,399 | $212K | $62.38 | -$4K | -26 | -0.8% | |
| 99 | WVVI | 0.06% | 15,574 | $86K | $5.52 | -$7K | — | — | |
| 100 | IJR | —% | — | — | — | -$221K | -2,109 | -100.0% | SOLD |