CWA

Clarity Wealth Advisors Portfolio holdings

AUM $490M
1-Year Est. Return 21.55%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$405M
AUM Growth
+$44.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
100
New
Increased
Reduced
Closed

Top Buys

1
+$1.97M
2
+$1.12M
3
+$896K
4
VYMI icon
Vanguard International High Dividend Yield ETF
VYMI
+$891K
5
TSLA icon
Tesla
TSLA
+$834K

Top Sells

1
+$295K
2
+$281K
3
+$271K
4
IBB icon
iShares Biotechnology ETF
IBB
+$255K
5
IXJ icon
iShares Global Healthcare ETF
IXJ
+$189K

Sector Composition

1 Technology 13.6%
2 Financials 8.84%
3 Communication Services 7.35%
4 Consumer Staples 2.87%
5 Consumer Discretionary 2.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$31.3M 7.72%
50,660
+1,451
2
$30M 7.4%
54,377
+920
3
$29.5M 7.28%
97,055
+2,029
4
$28.1M 6.92%
136,741
+431
5
$20.1M 4.96%
98,217
+2,486
6
$16.3M 4.02%
37,008
+2,535
7
$15.7M 3.88%
253,595
+3,925
8
$14.4M 3.54%
207,763
+9,747
9
$12.3M 3.04%
16,718
+2,665
10
$11.4M 2.8%
47,929
+716
11
$11.2M 2.77%
11,333
-11
12
$9.77M 2.41%
33,684
+186
13
$9.35M 2.31%
19,240
+133
14
$9.32M 2.3%
52,876
+337
15
$9.13M 2.25%
285,432
+7,493
16
$8.27M 2.04%
103,188
+11,125
17
$8.25M 2.04%
52,221
+294
18
$8.04M 1.98%
22,638
+192
19
$7.69M 1.9%
163,421
+7,300
20
$7.53M 1.86%
156,090
+12,508
21
$7.46M 1.84%
96,449
+4,630
22
$6.99M 1.72%
82,105
+1,288
23
$6.95M 1.71%
151,881
+6,785
24
$6.03M 1.49%
32,486
+529
25
$5.79M 1.43%
32,659
+551
1
2 3 4