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
$265M
AUM Growth
+$44.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$3.11M
2
+$2.71M
3
+$2.64M
4
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$2.46M
5
FBND icon
Fidelity Total Bond ETF
FBND
+$2.38M

Top Sells

1
+$1.5M
2
+$799K
3
+$469K
4
VCR icon
Vanguard Consumer Discretionary ETF
VCR
+$184K
5
NTNX icon
Nutanix
NTNX
+$143K

Sector Composition

1 Technology 14.13%
2 Financials 8.36%
3 Communication Services 6.03%
4 Healthcare 3.23%
5 Consumer Staples 3.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.96M 1.12%
20,985
27
$2.79M 1.05%
56,310
-330
28
$2.71M 1.02%
+57,559
29
$2.71M 1.02%
49,284
+6,457
30
$2.7M 1.02%
10,871
+110
31
$2.46M 0.93%
+32,241
32
$2.38M 0.9%
+51,737
33
$2.37M 0.9%
15,619
-10
34
$2.04M 0.77%
27,312
-1,038
35
$1.78M 0.67%
47,284
-1,329
36
$1.36M 0.51%
27,239
+5,459
37
$1.3M 0.49%
2,719
+23
38
$1.25M 0.47%
24,813
-245
39
$981K 0.37%
2,246
-33
40
$698K 0.26%
1,637
-8
41
$691K 0.26%
13,669
42
$659K 0.25%
7,297
-158
43
$619K 0.23%
12,210
+1,500
44
$608K 0.23%
4,076
+2
45
$566K 0.21%
11,269
46
$526K 0.2%
1,022
47
$525K 0.2%
28,305
+69
48
$524K 0.2%
5,737
-16,391
49
$523K 0.2%
1,893
-9
50
$521K 0.2%
1,718
-69
1
2
3 4