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
$220M
AUM Growth
-$2.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$774K
2
+$709K
3
+$569K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$518K
5
VYMI icon
Vanguard International High Dividend Yield ETF
VYMI
+$355K

Top Sells

1
+$225K
2
+$223K
3
+$222K
4
DUOL icon
Duolingo
DUOL
+$166K
5
NTNX icon
Nutanix
NTNX
+$69.8K

Sector Composition

1 Technology 14.63%
2 Financials 8.73%
3 Communication Services 6.63%
4 Healthcare 3.71%
5 Consumer Staples 3.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$381K 0.17%
10,710
+400
52
$374K 0.17%
10,722
-2,000
53
$365K 0.17%
2,199
-1,000
54
$361K 0.16%
3,492
+213
55
$325K 0.15%
2,824
-159
56
$325K 0.15%
860
+7
57
$320K 0.15%
7,323
+1,681
58
$312K 0.14%
1,541
+13
59
$295K 0.13%
3,550
60
$295K 0.13%
1,425
61
$290K 0.13%
1,063
-49
62
$289K 0.13%
17,142
-3,375
63
$280K 0.13%
+1,834
64
$276K 0.13%
2,925
+21
65
$270K 0.12%
535
+3
66
$259K 0.12%
4,745
67
$254K 0.12%
5,337
+79
68
$250K 0.11%
2,264
+2
69
$241K 0.11%
2,310
70
$223K 0.1%
+4,848
71
$218K 0.1%
8,060
72
$57.1K 0.03%
18,006
73
– –
-745
74
– –
-10,076
75
– –
-8,592
1 2
3
4