CWA

Clearview Wealth Advisors Portfolio holdings

AUM $156M
1-Year Est. Return 11.36%
This Quarter Est. Return
1 Year Est. Return
+11.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$158M
AUM Growth
-$4.09M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
721
New
Increased
Reduced
Closed

Top Buys

1
+$2.56M
2
+$1.98M
3
+$1.96M
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$1.78M
5
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$1.29M

Top Sells

1
+$4.5M
2
+$2.35M
3
+$1.33M
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$1.17M
5
COMT icon
iShares GSCI Commodity Dynamic Roll Strategy ETF
COMT
+$1.01M

Sector Composition

1 Technology 6.08%
2 Financials 4.59%
3 Consumer Staples 3.59%
4 Healthcare 3.53%
5 Industrials 2.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$41K 0.03%
697
252
$40K 0.03%
382
253
$40K 0.03%
168
+1
254
$40K 0.03%
921
255
$40K 0.03%
452
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256
$39K 0.02%
984
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257
$39K 0.02%
674
258
$39K 0.02%
703
259
$38K 0.02%
1,380
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260
$38K 0.02%
+695
261
$38K 0.02%
1,460
+1,060
262
$37K 0.02%
336
+122
263
$37K 0.02%
224
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264
$37K 0.02%
381
265
$37K 0.02%
1,050
266
$37K 0.02%
252
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267
$36K 0.02%
633
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268
$36K 0.02%
618
269
$35K 0.02%
389
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1,116
272
$34K 0.02%
699
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273
$34K 0.02%
125
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274
$34K 0.02%
+1,000
275
$33K 0.02%
1,113
+2
9 10
11
12 13