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
$296M
AUM Growth
+$31.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$1.35M
2
+$1.12M
3
+$1.06M
4
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$926K
5
FBND icon
Fidelity Total Bond ETF
FBND
+$825K

Top Sells

1
+$524K
2
+$325K
3
+$273K
4
IXJ icon
iShares Global Healthcare ETF
IXJ
+$232K
5
TQQQ icon
ProShares UltraPro QQQ
TQQQ
+$232K

Sector Composition

1 Technology 13.24%
2 Financials 8.88%
3 Communication Services 6.25%
4 Healthcare 3.25%
5 Consumer Staples 3.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$23.7M 8%
45,230
+1,188
2
$23.6M 7.98%
90,842
+2,033
3
$22.9M 7.76%
51,671
+902
4
$21.7M 7.32%
126,294
+616
5
$15.2M 5.14%
83,166
+1,605
6
$13.5M 4.58%
223,065
+6,375
7
$11.2M 3.78%
185,502
+5,251
8
$9.89M 3.34%
43,273
+1,074
9
$9.28M 3.14%
23,333
+3,396
10
$8.66M 2.93%
11,816
+307
11
$8.03M 2.71%
53,172
+1,161
12
$7.53M 2.55%
17,913
+71
13
$6.63M 2.24%
33,090
+342
14
$6.06M 2.05%
19,087
-1,024
15
$6.04M 2.04%
21,633
+549
16
$5.6M 1.9%
11,542
-147
17
$5.53M 1.87%
59,329
-2,492
18
$5.49M 1.86%
30,166
+355
19
$5.12M 1.73%
56,680
+370
20
$4.76M 1.61%
115,841
+8,797
21
$4.6M 1.56%
159,737
+38,804
22
$4.55M 1.54%
72,008
+3,040
23
$4.23M 1.43%
61,481
+10,033
24
$4.17M 1.41%
9,903
+318
25
$3.79M 1.28%
23,938
+969
1
2 3 4