CWA

Clarity Wealth Advisors Portfolio holdings

AUM $454M
1-Year Est. Return 21.33%
This Quarter Est. Return
1 Year Est. Return
+21.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$96.1M
AUM Growth
-$22.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
67
New
Increased
Reduced
Closed

Top Buys

1
+$548K
2
+$473K
3
+$397K
4
VUG icon
Vanguard Growth ETF
VUG
+$355K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$351K

Top Sells

1
+$1.06M
2
+$749K
3
+$356K
4
BAC icon
Bank of America
BAC
+$303K
5
AVGO icon
Broadcom
AVGO
+$244K

Sector Composition

1 Technology 13.56%
2 Communication Services 10.62%
3 Financials 7.52%
4 Healthcare 3.99%
5 Consumer Staples 3.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$893K 0.93%
6,937
-11
27
$754K 0.78%
6,856
-63
28
$714K 0.74%
7,401
-37
29
$637K 0.66%
4,894
-273
30
$633K 0.66%
11,703
+1,100
31
$606K 0.63%
5,867
+1,252
32
$601K 0.63%
14,343
+6,141
33
$564K 0.59%
27,124
+1,946
34
$545K 0.57%
2,054
-93
35
$520K 0.54%
1,386
+90
36
$473K 0.49%
+30,660
37
$454K 0.47%
1,883
-52
38
$453K 0.47%
68,760
+5,960
39
$441K 0.46%
1,709
+126
40
$390K 0.41%
9,936
+405
41
$370K 0.39%
3,874
+78
42
$355K 0.37%
+2,267
43
$349K 0.36%
4,000
+500
44
$343K 0.36%
2,568
+37
45
$308K 0.32%
15,390
-985
46
$306K 0.32%
1,189
+337
47
$274K 0.29%
2,942
-59
48
$254K 0.26%
24,936
+2,736
49
$252K 0.26%
7,215
-1,500
50
$248K 0.26%
2,758
+20
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