CWA

Clarity Wealth Advisors Portfolio holdings

AUM $486M
1-Year Est. Return 21.49%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.49%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$454M
AUM Growth
+$48.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$2.04M
2
+$1.43M
3
+$1.36M
4
JCPB icon
JPMorgan Core Plus Bond ETF
JCPB
+$1.31M
5
FBND icon
Fidelity Total Bond ETF
FBND
+$1.24M

Top Sells

1
+$1M
2
+$628K
3
+$521K
4
IBB icon
iShares Biotechnology ETF
IBB
+$355K
5
AAPL icon
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
1
$34.5M 7.6%
135,387
-1,354
2
$34.1M 7.52%
51,227
+567
3
$32.8M 7.22%
54,606
+229
4
$32.4M 7.15%
98,807
+1,752
5
$21.6M 4.76%
100,113
+1,896
6
$18.2M 4%
39,176
+2,168
7
$17M 3.75%
261,065
+7,470
8
$16.4M 3.62%
223,662
+15,899
9
$13.5M 2.98%
55,577
+2,701
10
$12.5M 2.76%
49,305
+1,376
11
$12.5M 2.75%
17,019
+301
12
$10.8M 2.38%
127,752
+24,564
13
$10.6M 2.34%
33,611
-73
14
$10.3M 2.27%
301,261
+15,829
15
$10.3M 2.27%
11,114
-219
16
$9.78M 2.16%
52,417
+196
17
$9.72M 2.14%
19,335
+95
18
$9.33M 2.06%
174,748
+18,658
19
$9.09M 2%
191,243
+27,822
20
$8.9M 1.96%
114,011
+17,562
21
$8.28M 1.82%
178,977
+27,096
22
$8.24M 1.82%
81,147
-958
23
$7.81M 1.72%
22,868
+230
24
$7.7M 1.7%
17,304
+59
25
$7.59M 1.67%
32,782
+296
1
2 3 4 5