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
$175M
AUM Growth
+$10.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
61
New
Increased
Reduced
Closed

Top Buys

1
+$1.99M
2
+$993K
3
+$927K
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$708K
5
VB icon
Vanguard Small-Cap ETF
VB
+$643K

Top Sells

1
+$1.66M
2
+$389K
3
+$362K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$341K
5
QCOM icon
Qualcomm
QCOM
+$311K

Sector Composition

1 Technology 12.1%
2 Communication Services 8.45%
3 Financials 8.03%
4 Healthcare 3.23%
5 Consumer Staples 2.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$271K 0.15%
1,371
-200
52
$245K 0.14%
3,504
53
$241K 0.14%
+970
54
$236K 0.13%
1,117
55
$234K 0.13%
+6,049
56
$226K 0.13%
2,268
57
$225K 0.13%
4,465
+500
58
– –
-1,429
59
– –
-1,638
60
– –
-2,042
61
– –
-2,243
1 2
3