CWA
Clarity Wealth Advisors Portfolio holdings
AUM
$405M
1-Year Return
16.61%
This Quarter Return
+11.4%
1 Year Return
+16.61%
3 Year Return
+78.71%
5 Year Return
+124.58%
10 Year Return
–
AUM
$139M
AUM Growth
+$12.7M
(+10%)
Cap. Flow
+$703K
Cap. Flow
% of AUM
0.5%
Top 10 Holdings %
Top 10 Hldgs %
57.41%
Holding
64
New
3
Increased
21
Reduced
31
Closed
6
Top Buys
| 1 |
Vanguard Total Bond Market
BND
|
+$2.26M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$1.81M |
| 3 |
Vanguard Total International Stock ETF
VXUS
|
+$1.63M |
| 4 |
Vanguard Dividend Appreciation ETF
VIG
|
+$1.48M |
| 5 |
Vanguard Small-Cap ETF
VB
|
+$974K |
Top Sells
| 1 |
Amazon
AMZN
|
+$2.12M |
| 2 |
Vanguard High Dividend Yield ETF
VYM
|
+$1.9M |
| 3 |
Vanguard Total World Stock ETF
VT
|
+$1.89M |
| 4 |
Invesco S&P 500 Equal Weight ETF
RSP
|
+$1.1M |
| 5 |
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% |
