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
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
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100
-610
406
$11K 0.01%
86
+1
407
$10K 0.01%
120
408
$10K 0.01%
135
409
$10K 0.01%
+1,020
410
$10K 0.01%
245
411
$10K 0.01%
6,464
412
$10K 0.01%
109
413
$10K 0.01%
200
414
$10K 0.01%
133
415
$10K 0.01%
1,890
+22
416
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195
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417
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1,308
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418
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419
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422
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376
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423
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141
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424
$10K 0.01%
110
425
$10K 0.01%
477
+1
15 16
17
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