CWA

Clarity Wealth Advisors Portfolio holdings

AUM $490M
1-Year Est. Return 21.55%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$405M
AUM Growth
+$44.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
100
New
Increased
Reduced
Closed

Top Buys

1
+$1.97M
2
+$1.12M
3
+$896K
4
VYMI icon
Vanguard International High Dividend Yield ETF
VYMI
+$891K
5
TSLA icon
Tesla
TSLA
+$834K

Top Sells

1
+$295K
2
+$281K
3
+$271K
4
IBB icon
iShares Biotechnology ETF
IBB
+$255K
5
IXJ icon
iShares Global Healthcare ETF
IXJ
+$189K

Sector Composition

1 Technology 13.6%
2 Financials 8.84%
3 Communication Services 7.35%
4 Consumer Staples 2.87%
5 Consumer Discretionary 2.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$771K 0.19%
422
52
$729K 0.18%
5,882
+102
53
$678K 0.17%
1,596
-20
54
$668K 0.16%
+2,169
55
$611K 0.15%
1,199
+2
56
$597K 0.15%
4,170
+69
57
$589K 0.15%
5,758
+350
58
$571K 0.14%
1,937
-164
59
$556K 0.14%
7,484
-205
60
$539K 0.13%
2,313
-5
61
$524K 0.13%
1,920
+160
62
$522K 0.13%
21,916
-1,286
63
$502K 0.12%
22,395
+6,202
64
$500K 0.12%
4,335
65
$475K 0.12%
1,535
+35
66
$469K 0.12%
1,391
67
$465K 0.11%
2,273
-29
68
$425K 0.1%
2,666
-31
69
$423K 0.1%
3,113
+4
70
$420K 0.1%
1,748
-25
71
$419K 0.1%
1,078
-5
72
$414K 0.1%
1,130
-138
73
$394K 0.1%
2,474
-385
74
$392K 0.1%
2,765
+146
75
$380K 0.09%
2,848
1 2
3
4