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
$139M
AUM Growth
+$12.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$2.26M
2
+$1.81M
3
+$1.63M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$1.48M
5
VB icon
Vanguard Small-Cap ETF
VB
+$974K

Top Sells

1
+$2.12M
2
+$1.9M
3
+$1.89M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$1.1M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$433K

Sector Composition

1 Technology 14.36%
2 Communication Services 8.34%
3 Financials 7.33%
4 Consumer Staples 3.35%
5 Healthcare 3.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.42M 1.01%
5,406
-496
27
$1.41M 1.01%
32,666
+152
28
$1.37M 0.98%
6,402
-116
29
$1.33M 0.95%
13,830
+304
30
$1.32M 0.94%
9,216
+5,211
31
$1.27M 0.91%
30,660
32
$943K 0.68%
39,184
-620
33
$873K 0.63%
6,286
-352
34
$852K 0.61%
+4,954
35
$800K 0.57%
6,448
-734
36
$772K 0.55%
3,921
+47
37
$737K 0.53%
54,520
-18,240
38
$720K 0.52%
3,349
-1,314
39
$672K 0.48%
2,002
+78
40
$634K 0.45%
1,877
-50
41
$616K 0.44%
11,905
+200
42
$523K 0.38%
1,046
+149
43
$475K 0.34%
2,520
-780
44
$474K 0.34%
2,083
-184
45
$466K 0.33%
1,551
-396
46
$381K 0.27%
9,686
-250
47
$379K 0.27%
2,308
48
$360K 0.26%
3,063
-558
49
$338K 0.24%
1,220
+222
50
$303K 0.22%
2,125
+13
1
2
3