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
$367M
AUM Growth
+$22.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$1.39M
2
+$1.24M
3
+$1.15M
4
FBND icon
Fidelity Total Bond ETF
FBND
+$1.07M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$999K

Top Sells

1
+$610K
2
+$337K
3
+$303K
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$195K
5
IBB icon
iShares Biotechnology ETF
IBB
+$173K

Sector Composition

1 Technology 15.2%
2 Financials 8.33%
3 Communication Services 7.05%
4 Consumer Staples 3.08%
5 Healthcare 2.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$640K 0.17%
7,499
-150
52
$586K 0.16%
4,044
+1
53
$576K 0.16%
5,208
54
$575K 0.16%
1,720
-18
55
$569K 0.16%
3,396
-5
56
$567K 0.15%
5,335
57
$550K 0.15%
1,340
+76
58
$527K 0.14%
23,199
-945
59
$524K 0.14%
2,318
60
$504K 0.14%
1,296
-88
61
$497K 0.14%
1,024
+2
62
$462K 0.13%
1,791
-24
63
$443K 0.12%
1,500
64
$426K 0.12%
2,340
-2
65
$418K 0.11%
1,901
66
$417K 0.11%
3,155
+641
67
$411K 0.11%
2,676
-19
68
$380K 0.1%
+5,020
69
$368K 0.1%
2,888
-5
70
$353K 0.1%
3,060
-190
71
$324K 0.09%
1,000
-530
72
$324K 0.09%
11,805
73
$324K 0.09%
946
-1
74
$315K 0.09%
2,199
-111
75
$307K 0.08%
15,317
-5,005
1 2
3
4