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
$367M
AUM Growth
+$22.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$1.39M
2
+$1.24M
3
+$1.15M
4
FBND icon
Fidelity Total Bond ETF
FBND
+$1.07M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$999K

Top Sells

1
+$610K
2
+$337K
3
+$303K
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$195K
5
IBB icon
iShares Biotechnology ETF
IBB
+$173K

Sector Composition

1 Technology 15.2%
2 Financials 8.33%
3 Communication Services 7.05%
4 Consumer Staples 3.08%
5 Healthcare 2.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.04M 1.37%
12,468
-100
27
$4.77M 1.3%
12,717
-1,624
28
$4.22M 1.15%
10,022
-31
29
$3.74M 1.02%
43,469
-3,915
30
$3.67M 1%
16,732
-89
31
$3.62M 0.99%
25,037
-430
32
$3.2M 0.87%
55,688
+401
33
$2.39M 0.65%
23,389
-951
34
$2.1M 0.57%
67,031
+27,486
35
$1.92M 0.52%
34,036
+772
36
$1.87M 0.51%
3,173
+195
37
$1.66M 0.45%
12,520
-1,309
38
$1.54M 0.42%
31,964
-4,044
39
$1.39M 0.38%
27,619
+312
40
$1.34M 0.37%
2,485
+24
41
$936K 0.26%
4,037
-47
42
$843K 0.23%
14,235
43
$840K 0.23%
422
+129
44
$832K 0.23%
933
+50
45
$811K 0.22%
1,540
-33
46
$803K 0.22%
+9,506
47
$776K 0.21%
4,659
+174
48
$753K 0.21%
9,520
+360
49
$679K 0.19%
1,690
50
$668K 0.18%
5,998
-165
1
2
3 4