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
276
$33K 0.02%
613
+81
277
$33K 0.02%
307
+100
278
$33K 0.02%
129
-60
279
$33K 0.02%
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280
$32K 0.02%
874
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281
$32K 0.02%
399
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282
$31K 0.02%
536
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283
$31K 0.02%
429
284
$30K 0.02%
277
285
$30K 0.02%
123
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286
$29K 0.02%
169
+1
287
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124
288
$29K 0.02%
452
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289
$29K 0.02%
700
-1,621
290
$29K 0.02%
462
291
$28K 0.02%
182
292
$28K 0.02%
598
293
$28K 0.02%
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294
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295
$28K 0.02%
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105
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446
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298
$27K 0.02%
1,227
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299
$27K 0.02%
159
300
$27K 0.02%
380
10 11
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