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
$139M
AUM Growth
+$12.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$2.26M
2
+$1.81M
3
+$1.63M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$1.48M
5
VB icon
Vanguard Small-Cap ETF
VB
+$974K

Top Sells

1
+$2.12M
2
+$1.9M
3
+$1.89M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$1.1M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$433K

Sector Composition

1 Technology 14.36%
2 Communication Services 8.34%
3 Financials 7.33%
4 Consumer Staples 3.35%
5 Healthcare 3.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$283K 0.2%
21,102
-3,126
52
$277K 0.2%
5,455
53
$254K 0.18%
1,011
-796
54
$229K 0.16%
+1,455
55
$216K 0.15%
4,451
-109
56
$212K 0.15%
+4,903
57
$209K 0.15%
3,509
-700
58
$200K 0.14%
3,965
-4,000
59
– –
-9,660
60
– –
-2,744
61
– –
-11,510
62
– –
-10,825
63
– –
-25,321
64
– –
-24,179
1 2
3