CWA

Clearview Wealth Advisors Portfolio holdings

AUM $156M
1-Year Est. Return 11.36%
This Quarter Est. Return
1 Year Est. Return
+11.36%
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
201
$72K 0.05%
1,612
+11
202
$71K 0.05%
471
-75
203
$71K 0.05%
1,115
+1,015
204
$71K 0.05%
418
205
$71K 0.05%
2,389
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206
$70K 0.04%
1,248
-102
207
$68K 0.04%
616
-157
208
$67K 0.04%
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+1
209
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116
210
$66K 0.04%
437
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211
$65K 0.04%
240
+78
212
$65K 0.04%
1,050
213
$65K 0.04%
336
214
$64K 0.04%
650
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215
$63K 0.04%
1,317
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216
$63K 0.04%
262
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217
$63K 0.04%
127
218
$61K 0.04%
2,813
219
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220
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221
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222
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1,800
223
$59K 0.04%
560
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224
$58K 0.04%
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225
$58K 0.04%
430
+310
7 8
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