CWA
Clarity Wealth Advisors Portfolio holdings
AUM
$454M
1-Year Est. Return
21.33%
1 Year Est. Return
+21.33%
AUM
$454M
AUM Growth
+$48.5M
(+12%)
Holding
102
Top Buys
| 1 | +$2.08M | |
| 2 | +$1.46M | |
| 3 | +$1.37M | |
| 4 |
JPMorgan Core Plus Bond ETF
JCPB
|
+$1.32M |
| 5 |
Fidelity Total Bond ETF
FBND
|
+$1.25M |
Top Sells
| 1 | +$1.16M | |
| 2 | +$654K | |
| 3 | +$534K | |
| 4 |
iShares Biotechnology ETF
IBB
|
+$376K |
| 5 |
Apple
AAPL
|
+$345K |
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 | |
|---|---|---|---|---|---|---|
101
Nuveen S&P 500 Buy-Write Income Fund
BXMX
$1.5B
| – | – |
-10,091
|
|
||
102
Broadridge
BR
$25.7B
| – | – |
-824
|
|