CWA

Clarity Wealth Advisors Portfolio holdings

AUM $490M
1-Year Est. Return 21.55%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.55%
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
+$597K
2
+$544K
3
+$467K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$421K
5
VUG icon
Vanguard Growth ETF
VUG
+$407K

Top Sells

1
+$1.06M
2
+$749K
3
+$415K
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
– –
-3,434
58
– –
-2,812
59
– –
-18,571
60
– –
-2,100
61
– –
-24,976
62
– –
-8,630
63
– –
-7,740
64
– –
-848
65
– –
-9,171
66
– –
-1,421
67
– –
-1,585
1 2
3