CWD

Clarity Wealth Development Portfolio holdings

AUM $118M
1-Year Est. Return 15.71%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$100M
AUM Growth
+$10.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
44
New
Increased
Reduced
Closed

Top Buys

1
+$866K
2
+$754K
3
+$575K
4
DFSV icon
Dimensional US Small Cap Value ETF
DFSV
+$470K
5
PG icon
Procter & Gamble
PG
+$456K

Top Sells

1
+$154K
2
+$62.2K
3
+$58.8K
4
DFUS icon
Dimensional US Equity ETF
DFUS
+$37.2K
5
NUEM icon
Nuveen ESG Emerging Markets Equity ETF
NUEM
+$31.5K

Sector Composition

1 Technology 4.6%
2 Financials 1.37%
3 Consumer Staples 1.33%
4 Consumer Discretionary 1.09%
5 Industrials 1.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$567K 0.56%
1,010
27
$557K 0.55%
1,569
28
$553K 0.55%
6,937
29
$496K 0.49%
5,396
30
$459K 0.46%
740
31
$445K 0.44%
+2,796
32
$408K 0.41%
4,347
+130
33
$387K 0.39%
9,229
+324
34
$385K 0.38%
2,171
-74
35
$364K 0.36%
660
36
$271K 0.27%
10,965
+481
37
$269K 0.27%
1,283
38
$260K 0.26%
2,492
39
$256K 0.25%
527
-50
40
$252K 0.25%
574
41
$235K 0.23%
1,023
42
$226K 0.22%
1,280
43
$206K 0.21%
1,112
-66
44
$200K 0.2%
+546
1
2