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
$175M
AUM Growth
+$10.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
61
New
Increased
Reduced
Closed

Top Buys

1
+$1.99M
2
+$993K
3
+$927K
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$708K
5
VB icon
Vanguard Small-Cap ETF
VB
+$643K

Top Sells

1
+$1.66M
2
+$389K
3
+$362K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$341K
5
QCOM icon
Qualcomm
QCOM
+$311K

Sector Composition

1 Technology 12.1%
2 Communication Services 8.45%
3 Financials 8.03%
4 Healthcare 3.23%
5 Consumer Staples 2.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.13M 1.21%
13,995
-698
27
$2.07M 1.18%
7,042
+684
28
$1.8M 1.03%
11,660
-340
29
$1.7M 0.97%
7,632
-1,749
30
$1.56M 0.89%
6,619
-204
31
$1.5M 0.85%
6,053
-261
32
$1.46M 0.83%
42,996
+1,618
33
$1.2M 0.69%
6,517
-98
34
$959K 0.55%
3,951
+10
35
$814K 0.46%
3,278
-65
36
$805K 0.46%
2,473
-125
37
$758K 0.43%
1,907
-29
38
$754K 0.43%
14,595
+52
39
$745K 0.42%
5,503
-544
40
$708K 0.4%
53,040
-2,840
41
$647K 0.37%
1,818
-53
42
$627K 0.36%
9,805
-2,000
43
$596K 0.34%
8,060
-22,500
44
$579K 0.33%
1,551
45
$565K 0.32%
1,084
-59
46
$500K 0.29%
2,308
47
$456K 0.26%
1,384
+203
48
$372K 0.21%
+2,790
49
$351K 0.2%
21,978
+372
50
$334K 0.19%
6,590
+1,000
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