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
$119M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$11.8M
2
+$8.82M
3
+$8.62M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$6.94M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$6.58M

Top Sells

No sells this quarter

Sector Composition

1 Technology 12.73%
2 Communication Services 9.65%
3 Financials 8.36%
4 Healthcare 3.68%
5 Consumer Staples 3.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$284K 0.24%
+22,200
52
$277K 0.23%
+5,504
53
$275K 0.23%
+2,149
54
$274K 0.23%
+852
55
$244K 0.21%
+7,740
56
$243K 0.2%
+8,715
57
$241K 0.2%
+848
58
$239K 0.2%
+9,171
59
$235K 0.2%
+1,421
60
$225K 0.19%
+2,100
61
$224K 0.19%
+2,812
62
$222K 0.19%
+4,209
63
$212K 0.18%
+3,434
64
$203K 0.17%
+1,585
1 2
3