CWA
Clarity Wealth Advisors Portfolio holdings
AUM
$405M
1-Year Return
16.61%
This Quarter Return
+24.13%
1 Year Return
+16.61%
3 Year Return
+78.71%
5 Year Return
+124.58%
10 Year Return
–
AUM
$127M
AUM Growth
+$30.7M
(+32%)
Cap. Flow
+$8.59M
Cap. Flow
% of AUM
6.78%
Top 10 Holdings %
Top 10 Hldgs %
52.36%
Holding
65
New
9
Increased
21
Reduced
26
Closed
4
Top Buys
| 1 |
Vanguard Total Bond Market
BND
|
+$7.62M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$4.18M |
| 3 |
Vanguard Dividend Appreciation ETF
VIG
|
+$3.24M |
| 4 |
Vanguard Total International Stock ETF
VXUS
|
+$3.02M |
| 5 |
Vanguard Small-Cap ETF
VB
|
+$2.73M |
Top Sells
| 1 |
Invesco S&P 500 Equal Weight ETF
RSP
|
+$4.71M |
| 2 |
iShares Core S&P Small-Cap ETF
IJR
|
+$3.36M |
| 3 |
Vanguard Total World Stock ETF
VT
|
+$3M |
| 4 |
Vanguard High Dividend Yield ETF
VYM
|
+$2.84M |
| 5 |
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% |
