CWA

Clarity Wealth Advisors Portfolio holdings

AUM $454M
1-Year Est. Return 21.33%
This Quarter Est. Return
1 Year Est. Return
+21.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$119M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$11.8M
2
+$8.82M
3
+$8.62M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$6.94M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$6.58M

Top Sells

No sells this quarter

Sector Composition

1 Technology 12.73%
2 Communication Services 9.65%
3 Financials 8.36%
4 Healthcare 3.68%
5 Consumer Staples 3.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.06M 0.89%
+18,571
27
$967K 0.81%
+6,948
28
$883K 0.74%
+4,306
29
$864K 0.73%
+6,919
30
$849K 0.71%
+5,167
31
$775K 0.65%
+25,178
32
$749K 0.63%
+12,488
33
$693K 0.58%
+2,147
34
$634K 0.53%
+10,603
35
$577K 0.49%
+1,935
36
$575K 0.48%
+4,615
37
$511K 0.43%
+1,583
38
$501K 0.42%
+5,684
39
$468K 0.39%
+3,500
40
$457K 0.38%
+9,531
41
$456K 0.38%
+8,202
42
$448K 0.38%
+2,531
43
$419K 0.35%
+1,296
44
$415K 0.35%
+16,375
45
$410K 0.34%
+3,796
46
$381K 0.32%
+2,738
47
$369K 0.31%
+62,800
48
$351K 0.3%
+3,001
49
$335K 0.28%
+2,063
50
$303K 0.25%
+8,630
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