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
$96.1M
AUM Growth
-$22.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
67
New
Increased
Reduced
Closed

Top Buys

1
+$548K
2
+$473K
3
+$397K
4
VUG icon
Vanguard Growth ETF
VUG
+$355K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$351K

Top Sells

1
+$1.06M
2
+$749K
3
+$356K
4
BAC icon
Bank of America
BAC
+$303K
5
AVGO icon
Broadcom
AVGO
+$244K

Sector Composition

1 Technology 13.56%
2 Communication Services 10.62%
3 Financials 7.52%
4 Healthcare 3.99%
5 Consumer Staples 3.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$246K 0.26%
3,639
-2,045
52
$244K 0.25%
4,913
-591
53
$233K 0.24%
1,620
-443
54
$214K 0.22%
2,149
55
$211K 0.22%
+2,135
56
$203K 0.21%
4,209
57
– –
-12,488
58
– –
-1,585
59
– –
-2,100
60
– –
-18,571
61
– –
-2,812
62
– –
-3,434
63
– –
-1,421
64
– –
-9,171
65
– –
-848
66
– –
-8,630
67
– –
-7,740
1 2
3