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
626
$1K ﹤0.01%
10
627
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628
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629
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40
630
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631
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2
632
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3
633
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3
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50
635
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636
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35
637
$1K ﹤0.01%
+100
638
$1K ﹤0.01%
+7
639
$1K ﹤0.01%
+160
640
$1K ﹤0.01%
11
641
$1K ﹤0.01%
140
642
$1K ﹤0.01%
300
643
– –
-100
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– –
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$0 ﹤0.01%
1
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646
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4
647
– –
-651
648
$0 ﹤0.01%
1
649
$0 ﹤0.01%
3
650
$0 ﹤0.01%
5
24 25
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