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
76
$364K 0.08%
3,062
-28
77
$351K 0.08%
6,487
+114
78
$351K 0.08%
2,286
-188
79
$349K 0.08%
5,293
+112
80
$344K 0.08%
2,119
81
$344K 0.08%
6,666
+1
82
$314K 0.07%
4,221
83
$302K 0.07%
11,478
-357
84
$290K 0.06%
3,996
-336
85
$290K 0.06%
2,807
86
$265K 0.06%
+11,395
87
$259K 0.06%
8,060
88
$257K 0.06%
4,283
-1,568
89
$241K 0.05%
1,070
90
$239K 0.05%
11,805
91
$235K 0.05%
775
+17
92
$234K 0.05%
306
-2
93
$222K 0.05%
+1,299
94
$220K 0.05%
1,182
-204
95
$220K 0.05%
14,969
+375
96
$209K 0.05%
+1,028
97
$207K 0.05%
673
-138
98
$87.6K 0.02%
+11,500
99
$30.6K 0.01%
10,000
100
– –
-2,263
1 2 3
4
5