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GEW - ETF AI Analysis

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GEW

Cambria Global EW ETF (GEW)

Rating:60Neutral
Price Target:
GEW, the Cambria Global EW ETF, has a solid but not outstanding rating, suggesting it offers a balanced mix of strengths and risks. Strong contributors like Walmart, Exxon Mobil, Palo Alto Networks, and Broadcom support the fund with solid financial performance, growth in areas like e-commerce, energy, cybersecurity, and AI, and generally positive outlooks, though some face valuation concerns or mixed technical signals. Berkshire Hathaway B is also a quality holding but its bearish momentum and lack of dividend appeal may slightly weigh on the fund’s overall rating, and investors should note the fund’s exposure to several growth-oriented names that can be more volatile if high expectations are not met.
Positive Factors
Global Diversification
The fund invests across many countries, which can help reduce the impact of weakness in any single market.
Broad Sector Spread
Holdings are spread across financials, technology, industrials, health care, consumer sectors, and more, helping avoid heavy reliance on one industry.
Solid Recent Performance
The ETF has shown positive returns over the past month, three months, and year-to-date, indicating generally supportive recent momentum.
Negative Factors
U.S. Market Dominance
More than half of the portfolio is in U.S. stocks, so the fund is still heavily influenced by the direction of the U.S. market.
Mixed Performance Among Top Holdings
While some major positions like Walmart and Exxon Mobil have been strong, others such as Berkshire Hathaway, Constellation Energy, and JPMorgan have been weak, which can drag on overall results.
Moderate Expense Ratio
The fund’s fees are not especially high but are also not among the very cheapest, slightly reducing the net return to investors over time.

GEW vs. SPDR S&P 500 ETF (SPY)

GEW Summary

The Cambria Global EW ETF (GEW) is an actively managed fund that invests in stocks from around the world, with about half in the U.S. It doesn’t track a specific index, but aims for broad, balanced exposure across many countries and sectors so no single stock or industry dominates. The fund holds well-known companies like Walmart, Exxon Mobil, Berkshire Hathaway, and JPMorgan Chase. Someone might consider GEW for simple, one-stop global diversification and the potential for long-term growth. A key risk is that stock prices worldwide can go up and down, so the value of this ETF can be volatile.
How much will it cost me?This ETF has an expense ratio of 0.29%, which means you’ll pay about $2.90 per year for every $1,000 you invest. That’s a bit higher than the average low-cost index ETF because GEW is actively managed and uses a more involved strategy to balance holdings across global markets.
What would affect this ETF?This globally diversified ETF could benefit if worldwide economic growth improves, supporting its broad mix of financial, technology, industrial, and consumer companies, and if large, stable firms like Walmart, Exxon Mobil, Berkshire Hathaway, and JPMorgan continue to perform well. On the other hand, a global slowdown, rising interest rates that pressure financials, or energy price swings that hurt companies like Exxon Mobil could weigh on returns, and changes in international regulations or trade tensions could add extra uncertainty for its global holdings.

GEW Top 10 Holdings

GEW’s story is one of broad global balance, but a few names still set the tone. Palo Alto Networks has been the standout, riding strong demand for cybersecurity and giving the fund a clear tech tailwind. Exxon Mobil has also been rising, adding some punch from the energy patch, while Berkshire Hathaway has been more of a steady, if slightly sluggish, anchor. Walmart is losing a bit of steam lately, and Broadcom’s mixed trading has kept its AI-fueled promise from fully shining. Overall, exposure is spread across sectors and regions, with no single stock calling all the shots.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
6.01%$8.35M
Walmart1.80%$2.50M$932.53B19.73%
78
Outperform
Palo Alto Networks1.55%$2.16M$234.54B40.86%
73
Outperform
Exxon Mobil1.51%$2.10M$571.22B23.92%
74
Outperform
1.36%$1.89M
Berkshire Hathaway B1.30%$1.81M$1.06T0.19%
66
Neutral
JPMorgan Chase1.06%$1.47M$871.43B19.12%
72
Outperform
1.05%$1.46M
1.05%$1.46M
1.01%$1.40M

GEW Technical Analysis

Technical Analysis Sentiment
Positive
Last Price
Price Trends
50DMA
54.12
Positive
100DMA
52.97
Positive
200DMA
Market Momentum
MACD
0.15
Positive
RSI
57.15
Neutral
STOCH
72.98
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For GEW, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 54.44, equal to the 50-day MA of 54.12, and equal to the 200-day MA of ―, indicating a neutral trend. The MACD of 0.15 indicates Positive momentum. The RSI at 57.15 is Neutral, neither overbought nor oversold. The STOCH value of 72.98 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for GEW.

GEW Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$138.98M0.30%
60
Neutral
$822.57M0.55%
70
Neutral
$720.14M0.40%
66
Neutral
$658.74M0.75%
63
Neutral
$580.01M0.62%
62
Neutral
$335.98M0.49%
67
Neutral
Performance Comparison
Ticker
Company Name
Price
Change
% Change
GEW
Cambria Global EW ETF
54.97
5.59
11.32%
RGEF
Rockefeller Global Equity ETF
BFLX
iShares Flexible Equity Active ETF
KAT
Scharf ETF
DWLD
Davis Select Worldwide Etf
RGLO
Global Equity Active ETF
Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
DisclaimerThis AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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