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
$203M
AUM Growth
+$10.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
65
New
Increased
Reduced
Closed

Top Buys

1
+$1.4M
2
+$948K
3
+$932K
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$780K
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$651K

Top Sells

1
+$289K
2
+$215K
3
+$167K
4
AMZN icon
Amazon
AMZN
+$55.8K
5
PG icon
Procter & Gamble
PG
+$48.2K

Sector Composition

1 Technology 12.34%
2 Communication Services 9.53%
3 Financials 7.89%
4 Healthcare 3.19%
5 Consumer Staples 2.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.45M 1.21%
36,444
-672
27
$2.16M 1.06%
8,361
28
$1.89M 0.93%
6,693
+84
29
$1.85M 0.91%
11,240
-340
30
$1.74M 0.86%
5,813
-151
31
$1.67M 0.82%
44,510
+823
32
$1.18M 0.58%
56,830
+1,110
33
$1.05M 0.52%
6,227
-209
34
$1.03M 0.51%
3,954
+16
35
$1.02M 0.5%
2,376
+460
36
$932K 0.46%
+24,722
37
$774K 0.38%
2,473
38
$765K 0.38%
14,056
39
$760K 0.37%
3,043
-171
40
$725K 0.36%
2,145
+329
41
$721K 0.36%
5,158
-345
42
$659K 0.32%
1,081
-6
43
$571K 0.28%
1,447
-94
44
$554K 0.27%
1,596
-58
45
$520K 0.26%
9,776
-333
46
$504K 0.25%
+1,278
47
$489K 0.24%
2,308
48
$486K 0.24%
+4,237
49
$410K 0.2%
8,061
-18
50
$362K 0.18%
+1,249
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