CWA

Clarity Wealth Advisors Portfolio holdings

AUM $490M
1-Year Est. Return 21.55%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$405M
AUM Growth
+$44.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
100
New
Increased
Reduced
Closed

Top Buys

1
+$1.97M
2
+$1.12M
3
+$896K
4
VYMI icon
Vanguard International High Dividend Yield ETF
VYMI
+$891K
5
TSLA icon
Tesla
TSLA
+$834K

Top Sells

1
+$295K
2
+$281K
3
+$271K
4
IBB icon
iShares Biotechnology ETF
IBB
+$255K
5
IXJ icon
iShares Global Healthcare ETF
IXJ
+$189K

Sector Composition

1 Technology 13.6%
2 Financials 8.84%
3 Communication Services 7.35%
4 Consumer Staples 2.87%
5 Consumer Discretionary 2.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.48M 1.35%
17,245
+2,627
27
$5.1M 1.26%
10,243
+163
28
$4.09M 1.01%
26,786
+894
29
$4.03M 0.99%
18,375
+306
30
$3.62M 0.89%
9,988
-749
31
$3.56M 0.88%
106,568
+17,516
32
$3.42M 0.84%
60,142
+3,272
33
$3.16M 0.78%
36,711
-2,199
34
$2.47M 0.61%
21,960
-639
35
$2.12M 0.52%
38,912
+3,727
36
$2.02M 0.5%
3,253
+49
37
$2.01M 0.5%
3,538
+741
38
$1.51M 0.37%
36,440
+9,600
39
$1.43M 0.35%
27,395
-1,291
40
$1.43M 0.35%
28,128
+501
41
$1.3M 0.32%
9,680
+350
42
$1.2M 0.3%
2,345
+1,310
43
$1.15M 0.28%
4,167
+140
44
$1.07M 0.26%
8,470
-2,019
45
$1.05M 0.26%
15,080
-24
46
$1M 0.25%
4,580
-53
47
$869K 0.21%
6,378
+2,058
48
$815K 0.2%
1,859
-22
49
$812K 0.2%
9,647
+73
50
$802K 0.2%
1,427
-47
1
2
3 4