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
101
$280K 0.18%
3,697
+115
102
$276K 0.17%
10,094
+9,174
103
$260K 0.16%
4,433
+100
104
$254K 0.16%
16,876
-324
105
$239K 0.15%
4,552
+635
106
$220K 0.14%
1,990
+4
107
$217K 0.14%
5,222
-7,321
108
$215K 0.14%
4,802
-55
109
$212K 0.13%
965
+100
110
$212K 0.13%
1,789
-6,653
111
$210K 0.13%
1,051
112
$209K 0.13%
5,155
-30
113
$207K 0.13%
1,223
+22
114
$203K 0.13%
3,448
+196
115
$199K 0.13%
1,497
+16
116
$199K 0.13%
15,674
117
$187K 0.12%
1,922
+787
118
$186K 0.12%
2,687
-19,198
119
$178K 0.11%
3,550
-439
120
$177K 0.11%
2,974
-706
121
$176K 0.11%
12,953
+610
122
$173K 0.11%
1,047
+2
123
$168K 0.11%
4,900
124
$167K 0.11%
3,086
-1,112
125
$165K 0.1%
3,083
-2
3 4
5
6 7