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
$165M
AUM Growth
+$25.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
60
New
Increased
Reduced
Closed

Top Buys

1
+$981K
2
+$799K
3
+$705K
4
BND icon
Vanguard Total Bond Market
BND
+$596K
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$538K

Top Sells

1
+$216K
2
+$212K
3
+$182K
4
VUG icon
Vanguard Growth ETF
VUG
+$166K
5
QCOM icon
Qualcomm
QCOM
+$156K

Sector Composition

1 Technology 13.65%
2 Communication Services 9.02%
3 Financials 7.45%
4 Healthcare 3.26%
5 Consumer Staples 2.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.01M 1.22%
30,560
-100
27
$1.95M 1.18%
12,000
+800
28
$1.87M 1.13%
14,693
+863
29
$1.74M 1.05%
6,358
+952
30
$1.64M 0.99%
6,314
-88
31
$1.52M 0.92%
6,823
+22
32
$1.22M 0.74%
41,378
+2,194
33
$1.2M 0.73%
6,615
+167
34
$922K 0.56%
3,941
+20
35
$862K 0.52%
2,598
+78
36
$847K 0.51%
4,842
-112
37
$841K 0.51%
6,047
-239
38
$801K 0.49%
3,343
-6
39
$729K 0.44%
55,880
+1,360
40
$726K 0.44%
1,936
-66
41
$667K 0.4%
1,871
-6
42
$650K 0.39%
14,543
+4,857
43
$618K 0.37%
1,143
+97
44
$588K 0.36%
11,805
-100
45
$558K 0.34%
1,551
46
$490K 0.3%
2,308
47
$362K 0.22%
1,429
-654
48
$361K 0.22%
1,181
-39
49
$327K 0.2%
21,606
+504
50
$311K 0.19%
2,042
-1,021
1
2
3