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
$296M
AUM Growth
+$31.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$1.35M
2
+$1.12M
3
+$1.06M
4
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$926K
5
FBND icon
Fidelity Total Bond ETF
FBND
+$825K

Top Sells

1
+$524K
2
+$325K
3
+$273K
4
IXJ icon
iShares Global Healthcare ETF
IXJ
+$232K
5
TQQQ icon
ProShares UltraPro QQQ
TQQQ
+$232K

Sector Composition

1 Technology 13.24%
2 Financials 8.88%
3 Communication Services 6.25%
4 Healthcare 3.25%
5 Consumer Staples 3.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$520K 0.18%
8,440
-3,770
52
$519K 0.18%
7,754
+425
53
$514K 0.17%
1,339
+185
54
$507K 0.17%
834
-26
55
$500K 0.17%
3,770
+220
56
$498K 0.17%
11,283
+14
57
$491K 0.17%
1,629
+88
58
$485K 0.16%
2,199
59
$477K 0.16%
7,721
60
$474K 0.16%
2,309
+1
61
$406K 0.14%
3,352
-148
62
$400K 0.14%
1,163
63
$394K 0.13%
1,512
64
$383K 0.13%
4,960
-15
65
$378K 0.13%
5,212
-36
66
$370K 0.13%
1,794
-996
67
$370K 0.13%
1,936
+104
68
$366K 0.12%
+293
69
$339K 0.11%
1,911
-198
70
$338K 0.11%
6,746
-84
71
$338K 0.11%
16,353
-948
72
$337K 0.11%
3,050
+125
73
$330K 0.11%
2,514
+75
74
$306K 0.1%
+2,154
75
$297K 0.1%
1,835
1 2
3
4