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
$139M
AUM Growth
+$12.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$2.26M
2
+$1.81M
3
+$1.63M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$1.48M
5
VB icon
Vanguard Small-Cap ETF
VB
+$974K

Top Sells

1
+$2.12M
2
+$1.9M
3
+$1.89M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$1.1M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$433K

Sector Composition

1 Technology 14.36%
2 Communication Services 8.34%
3 Financials 7.33%
4 Consumer Staples 3.35%
5 Healthcare 3.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$13.6M 9.79%
117,849
-1,035
2
$12.5M 8.93%
73,114
-1,698
3
$11.1M 8%
40,128
-985
4
$9.87M 7.08%
111,932
+25,623
5
$6.75M 4.84%
20,145
+5,406
6
$6.17M 4.43%
166,480
-1,895
7
$5.79M 4.15%
44,982
+11,496
8
$5.58M 4%
107,016
+31,322
9
$4.52M 3.24%
61,740
+40
10
$4.11M 2.94%
17,500
+162
11
$3.85M 2.76%
25,039
+6,336
12
$3.57M 2.56%
10,068
-55
13
$3.34M 2.39%
46,503
-519
14
$3.33M 2.39%
16,682
-191
15
$3M 2.15%
22,140
+437
16
$2.73M 1.96%
12,846
-97
17
$2.62M 1.88%
35,600
-5,900
18
$2.36M 1.69%
55,208
+15,641
19
$2.23M 1.6%
50,633
+17,042
20
$2.15M 1.54%
41,646
-2,568
21
$2.14M 1.53%
14,371
+314
22
$1.81M 1.3%
20,630
+247
23
$1.76M 1.26%
11,200
-13,460
24
$1.75M 1.26%
13,088
-93
25
$1.43M 1.03%
6,801
-1,400
1
2 3