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
$211M
AUM Growth
-$4.65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
72
New
Increased
Reduced
Closed

Top Buys

1
+$2.24M
2
+$738K
3
+$585K
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$574K
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$481K

Top Sells

1
+$604K
2
+$242K
3
+$213K
4
VEEV icon
Veeva Systems
VEEV
+$212K
5
NKE icon
Nike
NKE
+$210K

Sector Composition

1 Technology 15.15%
2 Communication Services 8.61%
3 Financials 8.19%
4 Healthcare 4.06%
5 Consumer Staples 3.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.06M 0.98%
31,830
-2,232
27
$1.98M 0.94%
12,140
+480
28
$1.92M 0.91%
8,638
+577
29
$1.85M 0.88%
5,553
-167
30
$1.73M 0.82%
45,275
+192
31
$1.62M 0.77%
59,430
+5,060
32
$1.07M 0.51%
2,356
-9
33
$941K 0.45%
2,715
+259
34
$918K 0.44%
6,693
+449
35
$840K 0.4%
7,269
+834
36
$771K 0.37%
5,046
-205
37
$738K 0.35%
+4,535
38
$721K 0.34%
12,947
-1,075
39
$668K 0.32%
2,792
-23
40
$663K 0.31%
24,722
41
$635K 0.3%
1,778
+99
42
$571K 0.27%
9,310
+5,703
43
$549K 0.26%
1,322
+36
44
$485K 0.23%
9,790
-116
45
$465K 0.22%
1,368
-41
46
$449K 0.21%
2,308
47
$413K 0.2%
3,861
48
$394K 0.19%
2,990
+200
49
$391K 0.19%
1,046
+4
50
$355K 0.17%
1,236
-7
1
2
3