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
76
$296K 0.1%
2,310
77
$285K 0.1%
5,528
-21
78
$279K 0.09%
8,060
79
$263K 0.09%
532
+4
80
$247K 0.08%
5,921
+172
81
$217K 0.07%
+714
82
$213K 0.07%
+2,847
83
$207K 0.07%
736
-10
84
$207K 0.07%
+5,450
85
$69.9K 0.02%
15,632
86
$6.65K ﹤0.01%
+625
87
– –
-2,465
88
– –
-5,737
89
– –
-863
1 2 3
4