CWA

Clearview Wealth Advisors Portfolio holdings

AUM $158M
1-Year Est. Return 14.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.25%
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
551
$3K ﹤0.01%
500
552
$3K ﹤0.01%
40
553
$3K ﹤0.01%
10
554
$3K ﹤0.01%
35
555
$3K ﹤0.01%
16
556
$3K ﹤0.01%
183
557
$3K ﹤0.01%
100
-100
558
$3K ﹤0.01%
+25
559
$3K ﹤0.01%
163
560
$3K ﹤0.01%
+300
561
$3K ﹤0.01%
+82
562
$3K ﹤0.01%
200
563
$3K ﹤0.01%
31
564
$3K ﹤0.01%
42
565
$3K ﹤0.01%
22
566
$3K ﹤0.01%
185
+1
567
$3K ﹤0.01%
400
568
$2K ﹤0.01%
+14
569
$2K ﹤0.01%
+40
570
$2K ﹤0.01%
25
571
$2K ﹤0.01%
3
572
$2K ﹤0.01%
50
573
$2K ﹤0.01%
16
574
$2K ﹤0.01%
70
+10
575
$2K ﹤0.01%
+33
21 22
23
24 25