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
$193M
AUM Growth
+$17.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$889K
2
+$776K
3
+$431K
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$407K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$405K

Top Sells

1
+$2.85M
2
+$351K
3
+$180K
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$105K
5
AAPL icon
Apple
AAPL
+$72.2K

Sector Composition

1 Technology 12.39%
2 Communication Services 8.82%
3 Financials 8.08%
4 Healthcare 3.24%
5 Consumer Staples 2.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$16.9M 8.77%
75,825
+1,816
2
$16.1M 8.35%
117,389
-527
3
$14.5M 7.51%
40,794
+1,027
4
$11.4M 5.93%
26,699
+2,077
5
$9.93M 5.15%
115,599
-2,094
6
$9.55M 4.96%
145,353
+6,193
7
$9.34M 4.85%
173,865
+5,410
8
$9.26M 4.81%
59,807
+5,016
9
$7.51M 3.9%
61,560
-380
10
$7.36M 3.82%
32,679
+1,913
11
$5.97M 3.1%
19,010
+770
12
$4.45M 2.31%
53,564
+3,347
13
$4.26M 2.21%
18,232
+432
14
$4.26M 2.21%
15,318
+549
15
$4.25M 2.21%
10,744
+224
16
$4.22M 2.19%
76,621
+7,132
17
$4.04M 2.1%
24,714
+1,201
18
$3.74M 1.94%
66,942
+2,827
19
$3.51M 1.82%
28,000
-2,800
20
$2.74M 1.42%
16,482
+1,014
21
$2.65M 1.38%
16,121
+1,008
22
$2.65M 1.37%
37,424
+1,991
23
$2.64M 1.37%
23,441
+1,569
24
$2.5M 1.3%
37,116
-1,014
25
$2.49M 1.29%
7,152
+110
1
2 3