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
$193M
AUM Growth
+$17.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$889K
2
+$776K
3
+$431K
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$407K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$405K

Top Sells

1
+$2.85M
2
+$351K
3
+$180K
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$105K
5
AAPL icon
Apple
AAPL
+$72.2K

Sector Composition

1 Technology 12.39%
2 Communication Services 8.82%
3 Financials 8.08%
4 Healthcare 3.24%
5 Consumer Staples 2.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.39M 1.24%
15,365
+1,370
27
$1.99M 1.03%
11,580
-80
28
$1.89M 0.98%
8,361
+729
29
$1.79M 0.93%
6,609
-10
30
$1.64M 0.85%
5,964
-89
31
$1.6M 0.83%
43,687
+691
32
$1.15M 0.6%
3,938
-13
33
$1.14M 0.59%
2,473
34
$1.13M 0.59%
6,436
-81
35
$1.11M 0.58%
55,720
+2,680
36
$823K 0.43%
1,916
+9
37
$767K 0.4%
3,214
-64
38
$744K 0.39%
14,056
-539
39
$742K 0.39%
5,503
40
$709K 0.37%
1,541
-10
41
$637K 0.33%
8,079
+19
42
$626K 0.33%
1,816
+432
43
$603K 0.31%
1,654
-164
44
$574K 0.3%
1,087
+3
45
$567K 0.29%
10,109
+304
46
$506K 0.26%
2,308
47
$397K 0.21%
2,790
48
$327K 0.17%
6,455
-135
49
$305K 0.16%
1,265
-106
50
$276K 0.14%
15,930
-6,048
1
2
3