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
$309M
AUM Growth
+$13.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$2.08M
2
+$1.06M
3
+$1.03M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$667K
5
VYMI icon
Vanguard International High Dividend Yield ETF
VYMI
+$525K

Top Sells

1
+$829K
2
+$706K
3
+$617K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$594K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$556K

Sector Composition

1 Technology 15.18%
2 Financials 8.03%
3 Communication Services 7.46%
4 Consumer Staples 3.34%
5 Healthcare 2.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.05M 1.31%
87,435
+7,129
27
$3.58M 1.16%
47,830
+3,303
28
$3.45M 1.12%
23,610
-328
29
$3.39M 1.1%
75,402
+5,457
30
$3.32M 1.07%
17,170
+420
31
$3.11M 1.01%
54,927
+1,067
32
$2.38M 0.77%
12,028
-516
33
$2.35M 0.76%
24,913
-2,253
34
$2.28M 0.74%
16,600
-5,146
35
$1.75M 0.57%
31,546
+948
36
$1.6M 0.52%
38,855
-4,955
37
$1.49M 0.48%
2,714
-3
38
$1.33M 0.43%
26,313
39
$1.18M 0.38%
2,356
+96
40
$722K 0.23%
1,637
+2
41
$689K 0.22%
9,340
+900
42
$673K 0.22%
14,175
-183
43
$644K 0.21%
1,768
+50
44
$637K 0.21%
4,075
-120
45
$625K 0.2%
6,299
-677
46
$622K 0.2%
3,870
+100
47
$608K 0.2%
1,022
-1
48
$605K 0.2%
4,281
+116
49
$592K 0.19%
877
+43
50
$542K 0.18%
2,721
-409
1
2
3 4