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
476
$6K ﹤0.01%
239
477
$6K ﹤0.01%
500
+6
478
$6K ﹤0.01%
226
479
$6K ﹤0.01%
314
480
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114
481
$6K ﹤0.01%
310
-457
482
$6K ﹤0.01%
325
483
$6K ﹤0.01%
+40
484
$6K ﹤0.01%
103
485
$6K ﹤0.01%
534
486
$6K ﹤0.01%
+70
487
$5K ﹤0.01%
+300
488
$5K ﹤0.01%
3
489
$5K ﹤0.01%
20
490
$5K ﹤0.01%
156
+2
491
$5K ﹤0.01%
23
-20
492
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20
493
$5K ﹤0.01%
797
+13
494
$5K ﹤0.01%
157
+3
495
$5K ﹤0.01%
54
496
$5K ﹤0.01%
108
+2
497
$5K ﹤0.01%
81
498
$5K ﹤0.01%
116
499
$5K ﹤0.01%
50
+20
500
$5K ﹤0.01%
21
18 19
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