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
$211M
AUM Growth
-$4.65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
72
New
Increased
Reduced
Closed

Top Buys

1
+$2.24M
2
+$738K
3
+$585K
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$574K
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$481K

Top Sells

1
+$604K
2
+$242K
3
+$213K
4
VEEV icon
Veeva Systems
VEEV
+$212K
5
NKE icon
Nike
NKE
+$210K

Sector Composition

1 Technology 15.15%
2 Communication Services 8.61%
3 Financials 8.19%
4 Healthcare 4.06%
5 Consumer Staples 3.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$339K 0.16%
2,653
-54
52
$314K 0.15%
3,800
+353
53
$312K 0.15%
2,495
+100
54
$298K 0.14%
7,234
+914
55
$288K 0.14%
5,735
56
$272K 0.13%
1,286
-7
57
$267K 0.13%
524
+124
58
$251K 0.12%
14,007
-21
59
$245K 0.12%
1,156
60
$242K 0.11%
2,179
-13
61
$238K 0.11%
3,780
-130
62
$238K 0.11%
4,959
63
$234K 0.11%
968
-5
64
$226K 0.11%
1,485
-79
65
$222K 0.11%
4,441
66
$216K 0.1%
+3,200
67
$203K 0.1%
8,263
+203
68
– –
-1,393
69
– –
-585
70
– –
-1,264
71
– –
-831
72
– –
-708
1 2
3