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
301
$27K 0.02%
830
302
$26K 0.02%
423
+1
303
$26K 0.02%
426
304
$26K 0.02%
207
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305
$26K 0.02%
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$25K 0.02%
619
+4
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$25K 0.02%
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308
$24K 0.02%
895
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309
$24K 0.02%
394
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310
$24K 0.02%
368
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311
$24K 0.02%
852
312
$23K 0.01%
876
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313
$23K 0.01%
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314
$23K 0.01%
288
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315
$23K 0.01%
910
316
$23K 0.01%
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317
$23K 0.01%
139
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$23K 0.01%
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$22K 0.01%
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$22K 0.01%
106
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$21K 0.01%
400
323
$21K 0.01%
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324
$21K 0.01%
435
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325
$21K 0.01%
111
11 12
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14 15