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
76
$405K 0.26%
1,556
+97
77
$397K 0.25%
7,920
+13
78
$392K 0.25%
6,545
+307
79
$382K 0.24%
7,621
-10,513
80
$366K 0.23%
3,661
-10
81
$362K 0.23%
+16,423
82
$357K 0.23%
4,984
+212
83
$355K 0.22%
2,048
+217
84
$350K 0.22%
12,543
+534
85
$348K 0.22%
5,139
+584
86
$348K 0.22%
1,059
+78
87
$345K 0.22%
3,334
-7,357
88
$337K 0.21%
20,160
+686
89
$332K 0.21%
1,560
+9
90
$330K 0.21%
2,494
+91
91
$330K 0.21%
7,360
-1,120
92
$325K 0.21%
3,557
93
$323K 0.2%
2,101
-755
94
$316K 0.2%
6,400
95
$315K 0.2%
2,360
96
$315K 0.2%
2,112
+87
97
$311K 0.2%
2,432
+1,652
98
$306K 0.19%
2,805
+9
99
$294K 0.19%
11,883
-35,700
100
$291K 0.18%
2,208
-223
2 3
4
5 6