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
$203M
AUM Growth
+$10.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
65
New
Increased
Reduced
Closed

Top Buys

1
+$1.4M
2
+$948K
3
+$932K
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$780K
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$651K

Top Sells

1
+$289K
2
+$215K
3
+$167K
4
AMZN icon
Amazon
AMZN
+$55.8K
5
PG icon
Procter & Gamble
PG
+$48.2K

Sector Composition

1 Technology 12.34%
2 Communication Services 9.53%
3 Financials 7.89%
4 Healthcare 3.19%
5 Consumer Staples 2.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$17.1M 8.44%
77,193
+1,368
2
$16.3M 8.04%
115,350
-2,039
3
$14.8M 7.29%
41,368
+574
4
$12.4M 6.11%
28,907
+2,208
5
$9.97M 4.91%
64,886
+5,079
6
$9.85M 4.85%
155,644
+10,291
7
$9.71M 4.78%
113,649
-1,950
8
$9.42M 4.64%
179,110
+5,245
9
$8.7M 4.28%
65,100
+3,540
10
$7.67M 3.78%
35,079
+2,400
11
$6.11M 3.01%
19,699
+689
12
$5.13M 2.53%
38,520
+10,520
13
$4.84M 2.38%
10,763
+19
14
$4.7M 2.31%
56,147
+2,583
15
$4.27M 2.1%
15,653
+335
16
$4.22M 2.08%
18,941
+709
17
$4.21M 2.08%
83,675
+7,054
18
$4.12M 2.03%
25,463
+749
19
$4.02M 1.98%
69,796
+2,854
20
$2.88M 1.42%
41,102
+3,678
21
$2.81M 1.38%
17,145
+1,780
22
$2.78M 1.37%
17,210
+1,089
23
$2.67M 1.31%
24,747
+1,306
24
$2.63M 1.29%
17,909
+1,427
25
$2.62M 1.29%
7,710
+558
1
2 3