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
$361M
AUM Growth
-$6.25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$1.3M
2
+$1.12M
3
+$682K
4
AAPL icon
Apple
AAPL
+$604K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$570K

Top Sells

1
+$722K
2
+$645K
3
+$416K
4
IBB icon
iShares Biotechnology ETF
IBB
+$260K
5
TGT icon
Target
TGT
+$236K

Sector Composition

1 Technology 13.62%
2 Financials 9.32%
3 Communication Services 6.36%
4 Healthcare 3.19%
5 Consumer Staples 3.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.29M 1.19%
25,892
+855
27
$3.79M 1.05%
14,618
+2,150
28
$3.78M 1.05%
10,080
+58
29
$3.55M 0.98%
38,910
-4,559
30
$3.5M 0.97%
10,737
-1,980
31
$3.44M 0.95%
18,069
+1,337
32
$3.25M 0.9%
56,870
+1,182
33
$2.76M 0.77%
89,052
+22,021
34
$2.05M 0.57%
22,599
-790
35
$1.82M 0.51%
35,185
+1,149
36
$1.8M 0.5%
3,204
+31
37
$1.44M 0.4%
2,797
+312
38
$1.43M 0.4%
28,686
-3,278
39
$1.4M 0.39%
27,627
+8
40
$1.34M 0.37%
10,489
-2,031
41
$932K 0.26%
15,104
+869
42
$870K 0.24%
933
43
$808K 0.22%
1,474
-66
44
$788K 0.22%
9,574
+68
45
$778K 0.22%
422
46
$769K 0.21%
13,420
+3,900
47
$698K 0.19%
1,881
+541
48
$686K 0.19%
4,101
+57
49
$674K 0.19%
4,027
-10
50
$648K 0.18%
4,633
-26
1
2
3 4