CRW
Clarity Retirement & Wealth Portfolio holdings
AUM
$114M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$114M
AUM Growth
–
Holding
33
Top Buys
| 1 | +$19.6M | |
| 2 | +$15M | |
| 3 | +$11.9M | |
| 4 |
Fidelity Enhanced International ETF
FENI
|
+$10.5M |
| 5 |
Fidelity Total Bond ETF
FBND
|
+$10.3M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 0.24% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
iShares JPMorgan EM High Yield Bond ETF
EMHY
$598M
| $288K | 0.25% |
+7,130
|
|
||
27
iShares Core US Aggregate Bond ETF
AGG
$141B
| $282K | 0.25% |
+2,828
|
|
||
28
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$15.1B
| $278K | 0.24% |
+2,772
|
|
||
29
Oracle
ORCL
$425B
| $271K | 0.24% |
+1,392
|
|
||
30
Vanguard S&P 500 ETF
VOO
$864B
| $267K | 0.24% |
+426
|
|
||
31
Vanguard Russell 3000 ETF
VTHR
$4.2B
| $254K | 0.22% |
+846
|
|
||
32
State Street SPDR S&P 500 ETF Trust
SPY
$707B
| $251K | 0.22% |
+368
|
|
||
33
BlackRock Floating Rate Income Trust
BGT
$331M
| $232K | 0.2% |
+20,481
|
|