CWA

Clearview Wealth Advisors Portfolio holdings

AUM $144M
1-Year Est. Return 11.7%
This Quarter Est. Return
1 Year Est. Return
+11.7%
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
26
$1.35M 0.86%
31,899
+1,153
27
$1.3M 0.82%
24,955
-1,278
28
$1.28M 0.81%
7,837
+195
29
$1.26M 0.8%
35,144
-28,193
30
$1.25M 0.79%
31,565
+4,726
31
$1.25M 0.79%
7,580
+20
32
$1.23M 0.78%
39,339
-15,756
33
$1.23M 0.78%
11,087
-470
34
$1.11M 0.7%
+7,563
35
$1.07M 0.68%
23,250
+3,211
36
$1.01M 0.64%
6,269
+120
37
$901K 0.57%
3,739
+193
38
$855K 0.54%
18,399
+753
39
$852K 0.54%
3,559
+114
40
$843K 0.53%
30,743
+3,243
41
$817K 0.52%
4,178
+180
42
$800K 0.51%
30,807
+4,681
43
$791K 0.5%
14,850
+517
44
$788K 0.5%
11,452
+821
45
$763K 0.48%
36,810
+1,170
46
$747K 0.47%
7,076
+1,501
47
$744K 0.47%
13,673
+695
48
$743K 0.47%
1,724
+3
49
$726K 0.46%
6,145
+129
50
$704K 0.45%
8,170
-4,615
1
2
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