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
$309M
AUM Growth
+$13.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$2.08M
2
+$1.06M
3
+$1.03M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$667K
5
VYMI icon
Vanguard International High Dividend Yield ETF
VYMI
+$525K

Top Sells

1
+$829K
2
+$706K
3
+$617K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$594K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$556K

Sector Composition

1 Technology 15.18%
2 Financials 8.03%
3 Communication Services 7.46%
4 Consumer Staples 3.34%
5 Healthcare 2.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$532K 0.17%
3,228
-66
52
$524K 0.17%
25,017
-1,479
53
$493K 0.16%
2,308
-1
54
$459K 0.15%
2,199
55
$456K 0.15%
5,208
-4
56
$454K 0.15%
1,318
-21
57
$450K 0.15%
7,754
58
$444K 0.14%
298
+5
59
$429K 0.14%
1,148
-15
60
$423K 0.14%
1,794
61
$421K 0.14%
1,638
+9
62
$415K 0.13%
1,856
-139
63
$406K 0.13%
13,094
+1,811
64
$382K 0.12%
1,545
+33
65
$365K 0.12%
2,154
66
$357K 0.12%
+12,011
67
$355K 0.11%
8,060
68
$348K 0.11%
16,260
-93
69
$347K 0.11%
3,250
+200
70
$343K 0.11%
2,893
-459
71
$333K 0.11%
6,746
72
$328K 0.11%
4,960
73
$326K 0.11%
1,886
-50
74
$320K 0.1%
2,514
75
$306K 0.1%
2,310
1 2
3
4