CWD

Clarity Wealth Development Portfolio holdings

AUM $111M
1-Year Est. Return 10.82%
This Quarter Est. Return
1 Year Est. Return
+10.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$92.1M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
46
New
Increased
Reduced
Closed

Top Buys

1
+$18.4M
2
+$10.5M
3
+$9.46M
4
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$6.67M
5
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$4.55M

Top Sells

No sells this quarter

Sector Composition

1 Technology 5.04%
2 Financials 1.51%
3 Industrials 1.17%
4 Consumer Staples 0.97%
5 Communication Services 0.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$561K 0.61%
+8,991
27
$546K 0.59%
+8,205
28
$486K 0.53%
+2,365
29
$453K 0.49%
+5,396
30
$447K 0.49%
+740
31
$416K 0.45%
+3,902
32
$397K 0.43%
+760
33
$347K 0.38%
+3,968
34
$341K 0.37%
+8,330
35
$290K 0.31%
+1,169
36
$273K 0.3%
+1,340
37
$270K 0.29%
+577
38
$251K 0.27%
+601
39
$231K 0.25%
+562
40
$226K 0.25%
+1,283
41
$222K 0.24%
+369
42
$218K 0.24%
+1,186
43
$214K 0.23%
+900
44
$209K 0.23%
+1,209
45
$207K 0.22%
+1,918
46
$202K 0.22%
+2,816
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