CWA

Clarity Wealth Advisors Portfolio holdings

AUM $486M
1-Year Est. Return 21.49%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.49%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$454M
AUM Growth
+$48.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$2.04M
2
+$1.43M
3
+$1.36M
4
JCPB icon
JPMorgan Core Plus Bond ETF
JCPB
+$1.31M
5
FBND icon
Fidelity Total Bond ETF
FBND
+$1.24M

Top Sells

1
+$1M
2
+$628K
3
+$521K
4
IBB icon
iShares Biotechnology ETF
IBB
+$355K
5
AAPL icon
Apple
AAPL
+$306K

Sector Composition

1 Technology 14.02%
2 Financials 8.42%
3 Communication Services 7.69%
4 Consumer Discretionary 2.91%
5 Healthcare 2.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$791K 0.17%
1,390
-37
52
$762K 0.17%
2,169
53
$744K 0.16%
1,589
-7
54
$657K 0.14%
5,742
-140
55
$639K 0.14%
4,117
-53
56
$632K 0.14%
18,831
-3,564
57
$632K 0.14%
422
58
$588K 0.13%
1,199
59
$560K 0.12%
21,768
-148
60
$516K 0.11%
3,472
-863
61
$504K 0.11%
1,336
-55
62
$502K 0.11%
7,484
63
$502K 0.11%
1,052
-26
64
$490K 0.11%
1,737
-200
65
$484K 0.11%
1,525
-10
66
$472K 0.1%
2,381
-73
67
$463K 0.1%
2,275
+2
68
$456K 0.1%
1,125
-5
69
$451K 0.1%
1,904
-16
70
$444K 0.1%
2,667
+1
71
$437K 0.1%
3,117
+4
72
$427K 0.09%
2,642
-123
73
$401K 0.09%
2,848
74
$395K 0.09%
1,639
-109
75
$366K 0.08%
1,790
1 2
3
4 5