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
326
$21K 0.01%
290
327
$21K 0.01%
246
328
$21K 0.01%
167
+33
329
$21K 0.01%
163
-16
330
$20K 0.01%
130
331
$20K 0.01%
+1,300
332
$20K 0.01%
242
333
$20K 0.01%
320
334
$20K 0.01%
32
-30
335
$20K 0.01%
800
-35
336
$20K 0.01%
382
+2
337
$20K 0.01%
100
338
$20K 0.01%
315
339
$19K 0.01%
129
+1
340
$19K 0.01%
+375
341
$19K 0.01%
612
+4
342
$19K 0.01%
3,178
+46
343
$19K 0.01%
+800
344
$19K 0.01%
353
-59
345
$19K 0.01%
762
+200
346
$18K 0.01%
145
347
$18K 0.01%
227
348
$18K 0.01%
+320
349
$18K 0.01%
339
350
$18K 0.01%
561
+100
12 13
14
15 16