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
126
$160K 0.1%
1,453
-187
127
$160K 0.1%
2,378
-31
128
$158K 0.1%
3,177
+57
129
$157K 0.1%
273
-46
130
$152K 0.1%
718
-672
131
$148K 0.09%
1,884
+1
132
$148K 0.09%
3,350
+9
133
$147K 0.09%
7,280
+1,741
134
$142K 0.09%
2,299
+20
135
$138K 0.09%
407
136
$134K 0.08%
1,373
+254
137
$133K 0.08%
1,894
+1
138
$131K 0.08%
2,089
+281
139
$126K 0.08%
2,331
-228
140
$126K 0.08%
2,481
+12
141
$123K 0.08%
2,450
+3
142
$122K 0.08%
601
-6
143
$120K 0.08%
1,624
144
$117K 0.07%
1,004
+7
145
$116K 0.07%
1,944
-2,392
146
$115K 0.07%
1,911
+10
147
$113K 0.07%
2,737
-284
148
$110K 0.07%
2,270
+100
149
$108K 0.07%
944
+5
150
$108K 0.07%
4,100
4 5
6
7 8