| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Keith Dubauskas One Plus One Wealth Management LLC | 20,922 | $1.05M | $1.15M | $99,065.67 | 9.4% |
Kimberly Cappellano Private Wealth Asset Management LLC | 121,210 | $6.1M | $6.69M | $584,450.04 | 9.57% |
Mark Fiskio Empirical Asset Management LLC | 19,537 | $983,883.32 | $1.08M | $91,237.79 | 9.27% |
Loni Adams Daymark Wealth Partners LLC | 26,199 | $1.32M | $1.44M | $125,536.85 | 9.52% |
John Shanley Aspect Partners, LLC | 30,742 | $1.55M | $1.7M | $152,098.27 | 9.82% |
| NASDAQ (NMS) Exchange | US Country |
The Cambria Global EW ETF (GEW) is designed to provide investors with diversified exposure to global equities through an innovative investment strategy. Unlike conventional funds that predominantly utilize market-cap weighting—which can lead to a significant overinvestment in larger, often pricier companies—GEW adopts a balanced method to mitigate concentration risks. This approach enables the fund to capture a broader spectrum of investment opportunities across worldwide markets, aiming to enhance overall diversification and stability for its investors.
The Cambria Global EW ETF is at the forefront of offering a well-rounded portfolio of global equities. By emphasizing a wide-ranging selection of stocks from various sectors and regions, the fund seeks to optimize risk-adjusted returns while minimizing the impact of market fluctuations.
One of the key features of the GEW fund is its equal-weight strategy. This methodology helps to avoid the pitfalls associated with traditional capitalization-weighted funds, which can become overly concentrated in a handful of heavyweight companies. By allocating an equal percentage to each stock within its portfolio, GEW ensures that no single investment overly influences the overall performance of the fund.
Investors in the Cambria Global EW ETF gain access to equity markets from across the globe, including emerging and developed markets, which can offer significant growth potential. This wide-reaching access allows for comprehensive diversification, tapping into various economic cycles and opportunities.
GEW is designed with an eye toward reducing volatility and overall portfolio risk. By employing its innovative investment strategy and focusing on equal weighting, the fund aims to shield investors from severe market downturns and promote long-term wealth accumulation.
The Cambria Global EW ETF emphasizes transparency, allowing investors to see exactly how their funds are allocated across various equity holdings. This clarity not only builds trust but also aids investors in making informed decisions regarding their portfolios.
The fund seeks to maintain a low cost structure, which can be beneficial for long-term investors. By keeping expenses manageable, GEW allows a larger portion of investment returns to be retained by shareholders rather than consumed by management fees.