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
$265M
AUM Growth
+$44.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$3.11M
2
+$2.71M
3
+$2.64M
4
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$2.46M
5
FBND icon
Fidelity Total Bond ETF
FBND
+$2.38M

Top Sells

1
+$1.5M
2
+$799K
3
+$469K
4
VCR icon
Vanguard Consumer Discretionary ETF
VCR
+$184K
5
NTNX icon
Nutanix
NTNX
+$143K

Sector Composition

1 Technology 14.13%
2 Financials 8.36%
3 Communication Services 6.03%
4 Healthcare 3.23%
5 Consumer Staples 3.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$499K 0.19%
2,199
52
$484K 0.18%
2,308
53
$460K 0.17%
3,138
54
$452K 0.17%
2,790
-8
55
$450K 0.17%
7,329
-600
56
$425K 0.16%
4,035
+1
57
$419K 0.16%
860
58
$405K 0.15%
1,541
59
$400K 0.15%
+1,154
60
$396K 0.15%
3,550
61
$391K 0.15%
3,500
+8
62
$388K 0.15%
4,975
+230
63
$368K 0.14%
7,721
-3,001
64
$368K 0.14%
1,512
+87
65
$365K 0.14%
1,835
+1
66
$362K 0.14%
1,163
+100
67
$327K 0.12%
6,830
-493
68
$325K 0.12%
17,301
+159
69
$317K 0.12%
2,925
70
$309K 0.12%
5,248
+400
71
$305K 0.12%
2,439
-385
72
$300K 0.11%
2,109
-155
73
$300K 0.11%
+1,832
74
$299K 0.11%
8,060
75
$281K 0.11%
5,549
+212
1 2
3
4