CWA

Clearview Wealth Advisors Portfolio holdings

AUM $158M
1-Year Est. Return 14.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.23%
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
+$2.57M
2
+$2.04M
3
+$1.96M
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$1.79M
5
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$1.33M

Top Sells

1
+$4.54M
2
+$2.35M
3
+$1.36M
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$1.18M
5
XSOE icon
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
+$1.01M

Sector Composition

1 Technology 6.07%
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
351
$17K 0.01%
+340
352
$17K 0.01%
583
+100
353
$17K 0.01%
585
+2
354
$17K 0.01%
200
355
$17K 0.01%
612
356
$17K 0.01%
504
357
$17K 0.01%
242
358
$17K 0.01%
322
359
$17K 0.01%
274
360
$16K 0.01%
1,256
+17
361
$16K 0.01%
+1,000
362
$16K 0.01%
257
+1
363
$16K 0.01%
145
+1
364
$15K 0.01%
68
-304
365
$15K 0.01%
367
+2
366
$15K 0.01%
1,019
+131
367
$15K 0.01%
193
+38
368
$15K 0.01%
254
+18
369
$15K 0.01%
35
370
$15K 0.01%
420
371
$15K 0.01%
200
372
$14K 0.01%
42
373
$14K 0.01%
298
374
$14K 0.01%
121
+1
375
$14K 0.01%
126
13 14
15
16 17