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
$89.6M
AUM Growth
-$2.51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
47
New
Increased
Reduced
Closed

Top Buys

1
+$913K
2
+$836K
3
+$282K
4
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$260K
5
REET icon
iShares Global REIT ETF
REET
+$253K

Top Sells

1
+$252K
2
+$231K
3
+$222K
4
AMZN icon
Amazon
AMZN
+$214K
5
QCOM icon
Qualcomm
QCOM
+$209K

Sector Composition

1 Technology 4.48%
2 Financials 1.57%
3 Industrials 1.1%
4 Consumer Staples 1.01%
5 Communication Services 0.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$531K 0.59%
2,523
27
$511K 0.57%
6,937
-408
28
$496K 0.55%
5,396
29
$413K 0.46%
740
30
$361K 0.4%
2,245
-120
31
$349K 0.39%
8,905
+575
32
$340K 0.38%
4,217
+249
33
$314K 0.35%
660
-100
34
$308K 0.34%
577
35
$261K 0.29%
2,492
-1,410
36
$253K 0.28%
+10,484
37
$235K 0.26%
1,283
38
$230K 0.26%
1,178
-8
39
$221K 0.25%
1,023
-146
40
$217K 0.24%
574
-27
41
$203K 0.23%
1,280
-60
42
– –
-900
43
– –
-562
44
– –
-2,816
45
– –
-1,209
46
– –
-369
47
– –
-1,918
1
2