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
$165M
AUM Growth
+$25.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
60
New
Increased
Reduced
Closed

Top Buys

1
+$981K
2
+$799K
3
+$705K
4
BND icon
Vanguard Total Bond Market
BND
+$596K
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$538K

Top Sells

1
+$216K
2
+$212K
3
+$182K
4
VUG icon
Vanguard Growth ETF
VUG
+$166K
5
QCOM icon
Qualcomm
QCOM
+$156K

Sector Composition

1 Technology 13.65%
2 Communication Services 9.02%
3 Financials 7.45%
4 Healthcare 3.26%
5 Consumer Staples 2.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$15.5M 9.43%
117,185
-664
2
$14.2M 8.63%
73,166
+52
3
$12.4M 7.52%
39,548
-580
4
$10.5M 6.34%
118,689
+6,757
5
$8.33M 5.05%
22,283
+2,138
6
$7.66M 4.64%
166,705
+225
7
$7.42M 4.5%
123,322
+16,306
8
$7.05M 4.28%
49,977
+4,995
9
$5.47M 3.32%
62,480
+740
10
$5.4M 3.28%
27,760
+2,721
11
$4.91M 2.98%
17,838
+338
12
$3.78M 2.29%
10,038
-30
13
$3.71M 2.25%
16,951
+269
14
$3.67M 2.22%
47,944
+1,441
15
$3.42M 2.08%
22,610
+470
16
$3.28M 1.99%
61,165
+5,957
17
$3.15M 1.91%
61,057
+10,424
18
$3.03M 1.84%
13,076
+230
19
$2.99M 1.81%
34,100
-1,500
20
$2.35M 1.42%
40,278
-1,368
21
$2.33M 1.41%
14,817
+446
22
$2.28M 1.38%
21,271
+641
23
$2.21M 1.34%
9,381
+165
24
$2.09M 1.27%
33,956
+1,290
25
$2.05M 1.24%
14,041
+953
1
2 3