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
$193M
AUM Growth
+$17.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$889K
2
+$776K
3
+$431K
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$407K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$405K

Top Sells

1
+$2.85M
2
+$351K
3
+$180K
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$105K
5
AAPL icon
Apple
AAPL
+$72.2K

Sector Composition

1 Technology 12.39%
2 Communication Services 8.82%
3 Financials 8.08%
4 Healthcare 3.24%
5 Consumer Staples 2.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$272K 0.14%
1,117
52
$271K 0.14%
3,488
-16
53
$266K 0.14%
+1,111
54
$262K 0.14%
6,357
+308
55
$240K 0.12%
985
+15
56
$239K 0.12%
2,221
-47
57
$225K 0.12%
4,465
58
$215K 0.11%
+1,505
59
– –
-16,138
1 2
3