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
$265M
AUM Growth
+$44.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$3.11M
2
+$2.71M
3
+$2.64M
4
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$2.46M
5
FBND icon
Fidelity Total Bond ETF
FBND
+$2.38M

Top Sells

1
+$1.5M
2
+$799K
3
+$469K
4
VCR icon
Vanguard Consumer Discretionary ETF
VCR
+$184K
5
NTNX icon
Nutanix
NTNX
+$143K

Sector Composition

1 Technology 14.13%
2 Financials 8.36%
3 Communication Services 6.03%
4 Healthcare 3.23%
5 Consumer Staples 3.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$24.2M 9.15%
125,678
-286
2
$21.1M 7.96%
88,809
+3,649
3
$20.9M 7.91%
44,042
+2,631
4
$20.8M 7.86%
50,769
+1,789
5
$13.9M 5.25%
81,561
+1,050
6
$12M 4.54%
216,690
+9,785
7
$10.4M 3.95%
180,251
+4,502
8
$9M 3.4%
42,199
+1,251
9
$7.6M 2.87%
11,509
-135
10
$7.51M 2.84%
19,937
+7,003
11
$7.27M 2.75%
52,011
+59
12
$6.36M 2.41%
17,842
+261
13
$6.12M 2.32%
20,111
-604
14
$5.57M 2.11%
32,748
+2,490
15
$5.49M 2.07%
21,084
-15
16
$5.36M 2.03%
61,821
-1,131
17
$4.62M 1.75%
29,811
+784
18
$4.3M 1.63%
107,044
+7,636
19
$4.14M 1.56%
11,689
-1,325
20
$3.6M 1.36%
9,585
+148
21
$3.6M 1.36%
22,969
+338
22
$3.55M 1.34%
68,968
+2,797
23
$3.42M 1.29%
51,448
+22,178
24
$3.22M 1.22%
23,737
-5,885
25
$3.11M 1.18%
+120,933
1
2 3 4