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
+$1.65M
2
+$1.05M
3
+$851K
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$829K
5
TSLA icon
Tesla
TSLA
+$791K

Top Sells

1
+$295K
2
+$281K
3
+$254K
4
IBB icon
iShares Biotechnology ETF
IBB
+$248K
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
76
$338K 0.08%
3,090
+30
77
$334K 0.08%
5,851
+100
78
$328K 0.08%
1,790
79
$323K 0.08%
4,221
80
$320K 0.08%
2,119
-80
81
$315K 0.08%
6,665
-836
82
$315K 0.08%
6,373
+85
83
$311K 0.08%
5,181
+111
84
$289K 0.07%
11,835
85
$289K 0.07%
8,060
86
$286K 0.07%
722
87
$259K 0.06%
2,807
88
$245K 0.06%
1,386
-11
89
$240K 0.06%
308
+31
90
$239K 0.06%
+1,070
91
$232K 0.06%
11,805
92
$231K 0.06%
811
93
$221K 0.05%
758
+28
94
$211K 0.05%
+2,263
95
$201K 0.05%
14,594
+500
96
$200K 0.05%
+824
97
$140K 0.03%
10,091
-2,081
98
$27.9K 0.01%
+10,000
99
– –
-950
100
– –
-536
1 2 3
4