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
$165M
AUM Growth
+$25.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
60
New
Increased
Reduced
Closed

Top Buys

1
+$981K
2
+$799K
3
+$705K
4
BND icon
Vanguard Total Bond Market
BND
+$596K
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$538K

Top Sells

1
+$216K
2
+$212K
3
+$182K
4
VUG icon
Vanguard Growth ETF
VUG
+$166K
5
QCOM icon
Qualcomm
QCOM
+$156K

Sector Composition

1 Technology 13.65%
2 Communication Services 9.02%
3 Financials 7.45%
4 Healthcare 3.26%
5 Consumer Staples 2.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$283K 0.17%
5,590
+135
52
$277K 0.17%
1,571
+116
53
$269K 0.16%
1,638
-487
54
$248K 0.15%
1,117
+106
55
$226K 0.14%
3,504
-5
56
$213K 0.13%
+2,268
57
$203K 0.12%
+2,243
58
$200K 0.12%
3,965
59
– –
-4,451
60
– –
-4,903
1 2
3