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
76
$288K 0.09%
1,943
+32
77
$276K 0.09%
5,156
-372
78
$268K 0.09%
4,721
-3,000
79
$266K 0.09%
6,072
+151
80
$263K 0.09%
516
-16
81
$248K 0.08%
1,835
82
$238K 0.08%
714
83
$236K 0.08%
2,847
84
$218K 0.07%
+241
85
$217K 0.07%
5,454
+4
86
$36.4K 0.01%
15,632
87
$4.89K ﹤0.01%
625
88
– –
-736
1 2 3
4