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
$96.1M
AUM Growth
-$22.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
67
New
Increased
Reduced
Closed

Top Buys

1
+$548K
2
+$473K
3
+$397K
4
VUG icon
Vanguard Growth ETF
VUG
+$355K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$351K

Top Sells

1
+$1.06M
2
+$749K
3
+$356K
4
BAC icon
Bank of America
BAC
+$303K
5
AVGO icon
Broadcom
AVGO
+$244K

Sector Composition

1 Technology 13.56%
2 Communication Services 10.62%
3 Financials 7.52%
4 Healthcare 3.99%
5 Consumer Staples 3.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$9.66M 10.05%
74,957
+2,725
2
$7.87M 8.19%
41,359
+816
3
$7.81M 8.13%
122,852
+2,676
4
$4.87M 5.07%
169,375
+735
5
$4.8M 5%
57,180
+299
6
$4.26M 4.44%
60,271
+211
7
$4.11M 4.28%
65,476
-950
8
$3.68M 3.83%
63,300
-1,760
9
$3.36M 3.49%
59,847
+498
10
$3.36M 3.49%
57,740
-6,120
11
$2.97M 3.09%
10,433
-244
12
$2.72M 2.83%
16,859
-530
13
$2.68M 2.79%
44,003
-320
14
$2.4M 2.49%
24,580
+5,620
15
$2.28M 2.38%
12,492
+7
16
$2.28M 2.37%
15,670
+23
17
$2.19M 2.28%
20,359
+673
18
$1.78M 1.85%
13,582
+313
19
$1.74M 1.81%
43,066
-921
20
$1.63M 1.7%
46,290
-600
21
$1.51M 1.57%
19,848
+149
22
$1.45M 1.51%
12,681
-159
23
$1.32M 1.37%
8,380
+596
24
$1.16M 1.2%
27,466
+189
25
$1.11M 1.16%
6,689
+2,383
1
2 3