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
$296M
AUM Growth
+$31.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$1.35M
2
+$1.12M
3
+$1.06M
4
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$926K
5
FBND icon
Fidelity Total Bond ETF
FBND
+$825K

Top Sells

1
+$524K
2
+$325K
3
+$273K
4
IXJ icon
iShares Global Healthcare ETF
IXJ
+$232K
5
TQQQ icon
ProShares UltraPro QQQ
TQQQ
+$232K

Sector Composition

1 Technology 13.24%
2 Financials 8.88%
3 Communication Services 6.25%
4 Healthcare 3.25%
5 Consumer Staples 3.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.75M 1.27%
80,306
+22,747
27
$3.36M 1.14%
44,527
+12,286
28
$3.22M 1.09%
21,150
+165
29
$3.17M 1.07%
69,945
+18,208
30
$3.12M 1.05%
53,860
+4,576
31
$3.02M 1.02%
16,750
+1,131
32
$2.98M 1.01%
21,746
-1,991
33
$2.34M 0.79%
27,166
-146
34
$2.21M 0.75%
12,544
+1,673
35
$1.85M 0.62%
43,810
-3,474
36
$1.66M 0.56%
30,598
+3,359
37
$1.43M 0.48%
2,717
-2
38
$1.33M 0.45%
26,313
+1,500
39
$1.09M 0.37%
2,260
+14
40
$854K 0.29%
6,976
-321
41
$787K 0.27%
1,635
-2
42
$717K 0.24%
14,358
+689
43
$662K 0.22%
4,195
+119
44
$585K 0.2%
1,023
+1
45
$579K 0.2%
1,718
46
$544K 0.18%
1,995
+102
47
$539K 0.18%
26,496
-1,809
48
$534K 0.18%
3,294
+156
49
$530K 0.18%
3,130
+1,593
50
$523K 0.18%
4,165
+130
1
2
3 4