CWA

Clarity Wealth Advisors Portfolio holdings

AUM $486M
1-Year Est. Return 21.49%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.49%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$454M
AUM Growth
+$48.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$2.04M
2
+$1.43M
3
+$1.36M
4
JCPB icon
JPMorgan Core Plus Bond ETF
JCPB
+$1.31M
5
FBND icon
Fidelity Total Bond ETF
FBND
+$1.24M

Top Sells

1
+$1M
2
+$628K
3
+$521K
4
IBB icon
iShares Biotechnology ETF
IBB
+$355K
5
AAPL icon
Apple
AAPL
+$306K

Sector Composition

1 Technology 14.02%
2 Financials 8.42%
3 Communication Services 7.69%
4 Consumer Discretionary 2.91%
5 Healthcare 2.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.79M 1.5%
27,895
-4,764
27
$5.21M 1.15%
28,092
+1,306
28
$5.16M 1.14%
148,689
+42,121
29
$5.16M 1.14%
9,965
-278
30
$4.01M 0.88%
18,277
-98
31
$3.77M 0.83%
66,110
+5,968
32
$3.3M 0.73%
8,338
-1,650
33
$2.72M 0.6%
30,682
-6,029
34
$2.54M 0.56%
20,134
-1,826
35
$2.41M 0.53%
41,828
+2,916
36
$2.22M 0.49%
3,622
+84
37
$2.17M 0.48%
3,245
-8
38
$1.65M 0.36%
31,840
-4,600
39
$1.4M 0.31%
27,633
-495
40
$1.36M 0.3%
4,112
-55
41
$1.29M 0.28%
23,871
-3,524
42
$1.24M 0.27%
6,778
+400
43
$1.23M 0.27%
4,377
-203
44
$1.18M 0.26%
9,860
+180
45
$1.06M 0.23%
2,142
-203
46
$1.03M 0.23%
15,080
47
$847K 0.19%
5,868
-2,602
48
$824K 0.18%
5,658
-100
49
$822K 0.18%
10,284
-870
50
$811K 0.18%
9,720
+73
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