USEWCambria US EW ETF
Seeks capital appreciation.
By Cambria · Launched 2025
Annual Cost
0.30%
#1,392 of 5,853 · low cost
Fund Size
$190M
#2,396 of 5,853 · mid-size
Return (1Y)Goal
N/A
Track Record
8 months
#5,018 of 5,853 · young
Performance
Total-return NAV · USDGrowth of $10,000
$11,016+10.2%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundWhat it actually holds
By weightConcentration
Top 10 holdings = 26.5% of fund✓ well diversified
Invesco S&P 500 Low Volatility ETFSPLV
7.0%
State Street SPDR S&P 500 ETF TrustSPY
4.0%
Apple IncAAPL
2.0%
Fidelity Value Factor ETFFVAL
2.0%
Vanguard S&P 500 ETFVOO
2.0%
iShares Russell 1000 Value ETFIWD
1.9%
Invesco S&P 500 Equal Weight ETFRSP
1.9%
State Street SPDR S&P 400 Mid Cap Value ETFMDYV
1.9%
NVIDIA CorpNVDA
1.9%
Microsoft CorpMSFT
1.8%
Asset allocation
Stocks
99.5%
Cash
0.5%
By sector
Technology
26.8%
Financial Services
16.1%
Industrials
13.9%
Healthcare
9.8%
Consumer Cyclical
8.9%
Communication
6.1%
Consumer Defensive
4.7%
Utilities
4.6%
Other
9.0%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
N/A
Max drawdown
-7.8%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
- Cboe BZX, NYSE American
Full fund details
- Objective
- Seeks capital appreciation.
- Strategy
- Actively manages a portfolio predominantly invested in large capitalization U.S. companies, with some mid- and small-cap exposure. Invests at least 80% of net assets in U.S. equity securities, including common stocks and REITs, to achieve broad-based U.S. equity market exposure.
- Inception date
- December 17, 2025
- Fund family
- Cambria
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Data updated on 2026-08-02