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
76
$295K 0.08%
950
-50
77
$295K 0.08%
4,221
78
$292K 0.08%
5,751
79
$291K 0.08%
1,391
80
$285K 0.08%
6,288
-333
81
$281K 0.08%
536
-20
82
$274K 0.08%
5,070
-33
83
$269K 0.07%
2,619
+610
84
$261K 0.07%
11,835
-252
85
$260K 0.07%
1,790
86
$250K 0.07%
8,060
87
$241K 0.07%
1,397
-107
88
$241K 0.07%
722
+1
89
$229K 0.06%
277
-35
90
$228K 0.06%
730
+2
91
$213K 0.06%
2,807
92
$211K 0.06%
11,805
93
$208K 0.06%
811
94
$175K 0.05%
+14,094
95
$160K 0.04%
12,172
-1,128
96
– –
-1,743
1 2 3
4