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
51
$683K 0.43%
4,542
+283
52
$675K 0.43%
11,479
+2,081
53
$661K 0.42%
6,130
-353
54
$654K 0.41%
6,530
-510
55
$650K 0.41%
2,380
56
$635K 0.4%
6,744
+420
57
$635K 0.4%
4,924
+969
58
$621K 0.39%
10,489
+427
59
$613K 0.39%
4,383
+110
60
$605K 0.38%
5,206
-7
61
$598K 0.38%
13,899
+1,606
62
$575K 0.36%
5,834
+445
63
$559K 0.35%
6,789
-1,406
64
$550K 0.35%
1,594
+11
65
$541K 0.34%
9,702
+4,413
66
$519K 0.33%
25,455
+4,492
67
$488K 0.31%
14,046
+461
68
$487K 0.31%
8,641
+1,040
69
$487K 0.31%
3,262
+93
70
$481K 0.3%
6,401
+544
71
$453K 0.29%
2,132
+89
72
$433K 0.27%
1,944
73
$427K 0.27%
7,811
-49
74
$422K 0.27%
10,754
+4,694
75
$406K 0.26%
11,127
-235
1 2
3
4 5