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
76
$292K 0.08%
6,621
+185
77
$291K 0.08%
1,790
78
$283K 0.08%
1,391
79
$281K 0.08%
556
-25
80
$280K 0.08%
12,087
-3,330
81
$275K 0.08%
5,751
-965
82
$267K 0.07%
5,103
-403
83
$264K 0.07%
721
+7
84
$258K 0.07%
4,221
-500
85
$255K 0.07%
1,504
+149
86
$243K 0.07%
5,537
+7
87
$243K 0.07%
2,009
-84
88
$241K 0.07%
312
-51
89
$238K 0.06%
2,807
-40
90
$236K 0.06%
1,743
-171
91
$234K 0.06%
8,060
-525
92
$219K 0.06%
811
93
$211K 0.06%
728
-15
94
$186K 0.05%
13,300
95
– –
-625
96
– –
-2,640
1 2 3
4