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
$127M
AUM Growth
+$30.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
65
New
Increased
Reduced
Closed

Top Buys

1
+$7.62M
2
+$4.18M
3
+$3.24M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$3.02M
5
VB icon
Vanguard Small-Cap ETF
VB
+$2.73M

Top Sells

1
+$4.71M
2
+$3.36M
3
+$3M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$2.84M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.74M

Sector Composition

1 Technology 14.18%
2 Communication Services 8.61%
3 Financials 7.69%
4 Healthcare 3.69%
5 Consumer Staples 3.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$11.7M 9.24%
74,812
-145
2
$10.8M 8.55%
118,884
-3,968
3
$10.2M 8.03%
41,113
-246
4
$7.62M 6.01%
+86,309
5
$5.99M 4.72%
168,375
-1,000
6
$4.54M 3.58%
14,739
+13,550
7
$4.37M 3.45%
61,700
-1,600
8
$3.92M 3.09%
33,486
+27,619
9
$3.72M 2.94%
75,694
+61,351
10
$3.47M 2.74%
17,338
+1,668
11
$3.4M 2.68%
24,660
+80
12
$3.26M 2.57%
16,873
+14
13
$3.23M 2.55%
47,022
+3,019
14
$3.07M 2.42%
10,123
-310
15
$2.97M 2.34%
21,703
+1,344
16
$2.93M 2.31%
41,500
-16,240
17
$2.73M 2.15%
+18,703
18
$2.31M 1.82%
12,943
+451
19
$2.06M 1.62%
44,214
-2,076
20
$2M 1.58%
20,383
+535
21
$1.98M 1.56%
14,057
+475
22
$1.9M 1.5%
24,179
-36,092
23
$1.89M 1.49%
25,321
-40,155
24
$1.72M 1.36%
13,181
+500
25
$1.67M 1.32%
8,201
-179
1
2 3