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
$127M
AUM Growth
+$30.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
65
New
Increased
Reduced
Closed

Top Buys

1
+$7.62M
2
+$4.18M
3
+$3.24M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$3.02M
5
VB icon
Vanguard Small-Cap ETF
VB
+$2.73M

Top Sells

1
+$4.71M
2
+$3.36M
3
+$3M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$2.84M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.74M

Sector Composition

1 Technology 14.18%
2 Communication Services 8.61%
3 Financials 7.69%
4 Healthcare 3.69%
5 Consumer Staples 3.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$330K 0.26%
3,621
-18
52
$304K 0.24%
+9,660
53
$299K 0.24%
24,228
-708
54
$298K 0.24%
11,510
-3,880
55
$288K 0.23%
4,005
-3,210
56
$276K 0.22%
5,455
+542
57
$268K 0.21%
2,112
-37
58
$257K 0.2%
+998
59
$232K 0.18%
4,209
60
$210K 0.17%
+2,744
61
$203K 0.16%
+4,560
62
– –
-2,942
63
– –
-2,135
64
– –
-59,847
65
– –
-43,066
1 2
3