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
$220M
AUM Growth
-$2.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$774K
2
+$709K
3
+$569K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$518K
5
VYMI icon
Vanguard International High Dividend Yield ETF
VYMI
+$355K

Top Sells

1
+$225K
2
+$223K
3
+$222K
4
DUOL icon
Duolingo
DUOL
+$166K
5
NTNX icon
Nutanix
NTNX
+$69.8K

Sector Composition

1 Technology 14.63%
2 Financials 8.73%
3 Communication Services 6.63%
4 Healthcare 3.71%
5 Consumer Staples 3.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.46M 1.12%
56,640
-700
27
$2.29M 1.04%
42,827
+104
28
$1.99M 0.9%
15,629
+120
29
$1.81M 0.82%
29,270
+5,729
30
$1.81M 0.82%
28,350
-174
31
$1.73M 0.79%
22,128
+1,021
32
$1.61M 0.73%
48,613
+640
33
$1.26M 0.57%
25,058
34
$1.16M 0.53%
2,696
+313
35
$1.02M 0.46%
21,780
+10
36
$895K 0.41%
2,279
+4
37
$735K 0.33%
13,669
+1
38
$687K 0.31%
4,074
+1
39
$651K 0.3%
1,645
+9
40
$604K 0.27%
7,455
-325
41
$475K 0.22%
1,787
+425
42
$469K 0.21%
28,236
-2,649
43
$469K 0.21%
1,022
44
$464K 0.21%
7,929
+120
45
$458K 0.21%
3,138
46
$427K 0.19%
4,034
+28
47
$426K 0.19%
2,308
48
$409K 0.19%
1,902
-35
49
$401K 0.18%
11,269
50
$387K 0.18%
2,798
+8
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2
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