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
401
$11K 0.01%
218
402
$11K 0.01%
33
+18
403
$11K 0.01%
189
+3
404
$11K 0.01%
504
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405
$11K 0.01%
100
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406
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86
+1
407
$10K 0.01%
200
408
$10K 0.01%
120
409
$10K 0.01%
135
410
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+1,020
411
$10K 0.01%
245
412
$10K 0.01%
6,464
413
$10K 0.01%
109
414
$10K 0.01%
200
415
$10K 0.01%
133
416
$10K 0.01%
1,890
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417
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195
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418
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1,308
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419
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421
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376
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423
$10K 0.01%
141
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424
$10K 0.01%
110
425
$10K 0.01%
477
+1
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17
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