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
651
$0 ﹤0.01%
10
652
– –
-1,228
653
$0 ﹤0.01%
6
654
$0 ﹤0.01%
5
655
$0 ﹤0.01%
10
656
– –
-437
657
– –
-40
658
– –
-21
659
– –
-135
660
$0 ﹤0.01%
4
661
– –
-651
662
$0 ﹤0.01%
1
663
$0 ﹤0.01%
3
664
$0 ﹤0.01%
5
665
$0 ﹤0.01%
2
+1
666
$0 ﹤0.01%
10
667
$0 ﹤0.01%
10
668
– –
-115
669
$0 ﹤0.01%
1
670
– –
-500
671
$0 ﹤0.01%
20
672
$0 ﹤0.01%
26
673
– –
-100
674
– –
-180
675
$0 ﹤0.01%
1
-59
25 26
27
28 29