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
$361M
AUM Growth
-$6.25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$1.3M
2
+$1.12M
3
+$682K
4
AAPL icon
Apple
AAPL
+$604K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$570K

Top Sells

1
+$722K
2
+$645K
3
+$416K
4
IBB icon
iShares Biotechnology ETF
IBB
+$260K
5
TGT icon
Target
TGT
+$236K

Sector Composition

1 Technology 13.62%
2 Financials 9.32%
3 Communication Services 6.36%
4 Healthcare 3.19%
5 Consumer Staples 3.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$584K 0.16%
1,616
-74
52
$570K 0.16%
5,780
-218
53
$522K 0.14%
2,101
+200
54
$502K 0.14%
7,689
+190
55
$500K 0.14%
23,202
+3
56
$491K 0.14%
2,318
57
$487K 0.14%
2,859
-537
58
$472K 0.13%
1,760
+40
59
$465K 0.13%
1,268
-28
60
$444K 0.12%
1,035
+11
61
$422K 0.12%
1,197
+251
62
$422K 0.12%
3,109
-46
63
$419K 0.12%
5,408
+200
64
$414K 0.11%
2,697
+21
65
$414K 0.11%
1,773
-18
66
$414K 0.11%
4,335
-1,000
67
$393K 0.11%
2,302
-38
68
$393K 0.11%
1,500
69
$368K 0.1%
16,193
+876
70
$367K 0.1%
2,848
-40
71
$365K 0.1%
4,320
-700
72
$357K 0.1%
+1,083
73
$320K 0.09%
3,060
74
$313K 0.09%
7,501
+1,964
75
$299K 0.08%
2,199
1 2
3
4