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GEWCambria Global EW ETF

Grow my moneyNewRanked #1,585 of 2,998 in this goal

Seeks capital appreciation.

By Cambria · Launched 2025

Annual Cost

0.30%

#1,396 of 5,861 · low cost

Fund Size

$139M

#2,688 of 5,861 · mid-size

Return (1Y)Goal

N/A

Track Record

11 months

#4,674 of 5,861 · young

Performance

Total-return NAV · USD
Growth of $10,000
$11,345+13.4%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Equity

Region

Global

Cap

Multi cap

Strategy

Active selection

What it actually holds

By weight

Concentration

Top 10 holdings = 18.2% of fundwell diversified

Invesco S&P 500 Low Volatility ETFSPLV
6.2%
Walmart IncWMT
2.1%
First American Government Obligations FundFGXXX
1.8%
Exxon Mobil CorpXOM
1.7%
Berkshire Hathaway IncBRK/B
1.3%
Constellation Energy CorpCEG
1.1%
State Street SPDR S&P 500 ETF TrustSPY
1.0%
Vanguard Total Stock Market ETFVTI
1.0%
JPMORGAN CHASE & CO.JPM
1.0%
Invesco Exchange-Traded Fund Trust-Invesco S&P 500r Top 50 ETFXLG
0.9%

Asset allocation

Stocks
98.7%
Cash
1.4%

By sector

Financial Services
23.2%
Technology
19.8%
Industrials
12.8%
Healthcare
8.8%
Consumer Cyclical
7.2%
Consumer Defensive
6.2%
Communication
5.4%
Basic Materials
5.1%
Other
11.4%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
N/A
Max drawdown
-8.2%Mild

Worst peak-to-trough loss

Sharpe (3Y)
Unavailable

Needs 3+ years of history

Sortino (3Y)
Not yet

Needs 3+ years of history

Listing

Exchange
NASDAQ Global Select Market

Full fund details

Objective
Seeks capital appreciation.
Strategy
Actively manages a portfolio investing in publicly-traded stocks of large capitalization companies around the world, including mid- and small-cap securities. The Fund invests in foreign securities and aims for broad global equity exposure, rebalancing at least annually.
Inception date
September 24, 2025
Fund family
Cambria

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Data updated on 2026-08-04