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
76
$278K 0.11%
528
-7
77
$269K 0.1%
2,310
78
$236K 0.09%
+5,749
79
$226K 0.09%
+2,465
80
$225K 0.09%
+863
81
$222K 0.08%
+1,537
82
$221K 0.08%
+746
83
$50.2K 0.02%
15,632
-2,374
1 2 3
4