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
$175M
AUM Growth
+$10.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
61
New
Increased
Reduced
Closed

Top Buys

1
+$1.99M
2
+$993K
3
+$927K
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$708K
5
VB icon
Vanguard Small-Cap ETF
VB
+$643K

Top Sells

1
+$1.66M
2
+$389K
3
+$362K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$341K
5
QCOM icon
Qualcomm
QCOM
+$311K

Sector Composition

1 Technology 12.1%
2 Communication Services 8.45%
3 Financials 8.03%
4 Healthcare 3.23%
5 Consumer Staples 2.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$15.3M 8.72%
74,009
+843
2
$14.4M 8.21%
117,916
+731
3
$12.7M 7.24%
39,767
+219
4
$9.97M 5.68%
117,693
-996
5
$9.76M 5.56%
24,622
+2,339
6
$8.77M 5%
168,455
+1,750
7
$8.72M 4.97%
139,160
+15,838
8
$8.06M 4.59%
54,791
+4,814
9
$6.59M 3.75%
30,766
+3,006
10
$6.39M 3.64%
61,940
-540
11
$5.39M 3.07%
18,240
+402
12
$3.87M 2.21%
50,217
+2,273
13
$3.77M 2.15%
14,769
+1,693
14
$3.77M 2.15%
17,800
+849
15
$3.71M 2.11%
10,520
+482
16
$3.71M 2.11%
69,489
+8,432
17
$3.54M 2.02%
23,513
+903
18
$3.19M 1.82%
30,800
-3,300
19
$3.09M 1.76%
64,115
+2,950
20
$2.85M 1.62%
16,138
+11,296
21
$2.58M 1.47%
35,433
+1,477
22
$2.49M 1.42%
15,468
+1,427
23
$2.48M 1.42%
15,113
+296
24
$2.37M 1.35%
21,872
+601
25
$2.29M 1.31%
38,130
-2,148
1
2 3