CWA
Clarity Wealth Advisors Portfolio holdings
AUM
$490M
1-Year Est. Return
21.55%
This Fund
S&P 500
1 Year Est. Return
+21.55%
AUM
$454M
AUM Growth
+$48.5M
(+12%)
Holding
102
Top Buys
| 1 | +$2.04M | |
| 2 | +$1.43M | |
| 3 | +$1.36M | |
| 4 |
JPMorgan Core Plus Bond ETF
JCPB
|
+$1.31M |
| 5 |
Fidelity Total Bond ETF
FBND
|
+$1.24M |
Top Sells
| 1 | +$1M | |
| 2 | +$628K | |
| 3 | +$521K | |
| 4 |
iShares Biotechnology ETF
IBB
|
+$355K |
| 5 |
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 | |
|---|---|---|---|---|---|---|
101
Nuveen S&P 500 Buy-Write Income Fund
BXMX
$1.43B
| – | – |
-10,091
|
|
||
102
Uber
UBER
$155B
| – | – |
-2,263
|
|