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
$211M
AUM Growth
-$4.65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
72
New
Increased
Reduced
Closed

Top Buys

1
+$2.24M
2
+$738K
3
+$585K
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$574K
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$481K

Top Sells

1
+$604K
2
+$242K
3
+$213K
4
VEEV icon
Veeva Systems
VEEV
+$212K
5
NKE icon
Nike
NKE
+$210K

Sector Composition

1 Technology 15.15%
2 Communication Services 8.61%
3 Financials 8.19%
4 Healthcare 4.06%
5 Consumer Staples 3.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$22.2M 10.54%
127,057
+12,801
2
$17.6M 8.38%
77,517
+406
3
$15.3M 7.24%
42,070
+1,234
4
$14.1M 6.7%
31,227
+1,295
5
$11.6M 5.51%
71,539
+3,541
6
$10.3M 4.88%
172,179
+8,055
7
$9.99M 4.74%
186,120
+4,970
8
$8.94M 4.24%
64,280
-260
9
$8.1M 3.85%
38,134
+1,889
10
$6.26M 2.97%
10,875
+70
11
$6.11M 2.9%
20,016
+337
12
$5.65M 2.68%
16,019
+98
13
$5.45M 2.59%
39,020
+500
14
$5.2M 2.47%
59,402
+1,489
15
$4.54M 2.16%
20,482
+952
16
$4.34M 2.06%
96,185
+6,122
17
$4.2M 1.99%
25,894
+173
18
$3.59M 1.7%
27,526
+773
19
$3.4M 1.61%
19,157
+791
20
$3.38M 1.61%
9,411
+1,059
21
$2.86M 1.36%
20,997
+1,944
22
$2.86M 1.36%
69,944
-1,030
23
$2.54M 1.21%
20,440
+1,483
24
$2.41M 1.15%
45,218
+3,281
25
$2.07M 0.98%
6,729
+142
1
2 3