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
$203M
AUM Growth
+$10.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
65
New
Increased
Reduced
Closed

Top Buys

1
+$1.4M
2
+$948K
3
+$932K
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$780K
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$651K

Top Sells

1
+$289K
2
+$215K
3
+$167K
4
AMZN icon
Amazon
AMZN
+$55.8K
5
PG icon
Procter & Gamble
PG
+$48.2K

Sector Composition

1 Technology 12.34%
2 Communication Services 9.53%
3 Financials 7.89%
4 Healthcare 3.19%
5 Consumer Staples 2.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$359K 0.18%
2,790
52
$327K 0.16%
6,455
53
$318K 0.16%
+2,707
54
$305K 0.15%
1,128
+11
55
$301K 0.15%
3,458
-30
56
$293K 0.14%
1,283
+18
57
$267K 0.13%
6,312
-45
58
$250K 0.12%
+4,955
59
$246K 0.12%
14,232
-1,698
60
$243K 0.12%
+846
61
$242K 0.12%
1,101
-10
62
$239K 0.12%
2,221
63
$225K 0.11%
4,465
64
$207K 0.1%
974
-11
65
– –
-1,505
1 2
3