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
$127M
AUM Growth
+$30.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
65
New
Increased
Reduced
Closed

Top Buys

1
+$7.62M
2
+$4.18M
3
+$3.24M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$3.02M
5
VB icon
Vanguard Small-Cap ETF
VB
+$2.73M

Top Sells

1
+$4.71M
2
+$3.36M
3
+$3M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$2.84M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.74M

Sector Composition

1 Technology 14.18%
2 Communication Services 8.61%
3 Financials 7.69%
4 Healthcare 3.69%
5 Consumer Staples 3.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.66M 1.31%
32,514
+5,048
27
$1.54M 1.22%
+39,567
28
$1.34M 1.06%
+33,591
29
$1.34M 1.06%
5,902
-787
30
$1.27M 1%
13,526
+10,768
31
$1.27M 1%
6,518
-419
32
$1.1M 0.87%
10,825
-46,355
33
$921K 0.73%
39,804
+12,680
34
$873K 0.69%
4,663
-231
35
$800K 0.63%
7,182
-219
36
$793K 0.63%
6,638
-218
37
$701K 0.55%
1,947
-107
38
$700K 0.55%
11,705
+2
39
$691K 0.55%
72,760
+4,000
40
$679K 0.54%
30,660
41
$674K 0.53%
3,874
42
$595K 0.47%
1,924
+215
43
$569K 0.45%
1,927
+44
44
$463K 0.37%
9,936
45
$458K 0.36%
2,267
46
$408K 0.32%
897
-489
47
$402K 0.32%
+7,965
48
$384K 0.3%
3,300
-700
49
$338K 0.27%
1,807
+187
50
$333K 0.26%
2,308
-260
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