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
$220M
AUM Growth
-$2.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$774K
2
+$709K
3
+$569K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$518K
5
VYMI icon
Vanguard International High Dividend Yield ETF
VYMI
+$355K

Top Sells

1
+$225K
2
+$223K
3
+$222K
4
DUOL icon
Duolingo
DUOL
+$166K
5
NTNX icon
Nutanix
NTNX
+$69.8K

Sector Composition

1 Technology 14.63%
2 Financials 8.73%
3 Communication Services 6.63%
4 Healthcare 3.71%
5 Consumer Staples 3.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$21.6M 9.78%
125,964
+84
2
$18.1M 8.21%
85,160
+2,439
3
$17.7M 8.03%
41,411
+1,811
4
$17.5M 7.96%
48,980
+1,589
5
$12.5M 5.68%
80,511
+139
6
$10.3M 4.68%
206,905
+2,000
7
$9.41M 4.27%
175,749
+4,446
8
$7.74M 3.51%
40,948
+740
9
$6.8M 3.08%
51,952
+808
10
$6.58M 2.98%
11,644
+270
11
$6.16M 2.79%
17,581
+327
12
$5.58M 2.53%
20,715
+369
13
$5.19M 2.35%
62,952
+474
14
$4.85M 2.2%
21,099
+327
15
$4.39M 1.99%
30,258
+2,371
16
$4.33M 1.97%
12,934
+2,117
17
$4.33M 1.96%
29,027
+976
18
$3.91M 1.77%
13,014
-196
19
$3.77M 1.71%
99,408
+5,023
20
$3.62M 1.64%
29,622
+185
21
$3.52M 1.6%
22,631
+965
22
$2.98M 1.35%
9,437
+789
23
$2.77M 1.26%
20,985
-237
24
$2.72M 1.23%
66,171
+6,259
25
$2.69M 1.22%
10,761
+380
1
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