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
$309M
AUM Growth
+$13.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$2.08M
2
+$1.06M
3
+$1.03M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$667K
5
VYMI icon
Vanguard International High Dividend Yield ETF
VYMI
+$525K

Top Sells

1
+$829K
2
+$706K
3
+$617K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$594K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$556K

Sector Composition

1 Technology 15.18%
2 Financials 8.03%
3 Communication Services 7.46%
4 Consumer Staples 3.34%
5 Healthcare 2.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$27.7M 8.94%
131,308
+5,014
2
$24.2M 7.81%
50,431
-1,240
3
$24.2M 7.81%
44,383
-847
4
$23.7M 7.68%
88,762
-2,080
5
$15.2M 4.91%
83,225
+59
6
$13M 4.21%
222,571
-494
7
$11M 3.56%
182,545
-2,957
8
$9.79M 3.17%
25,039
+1,706
9
$9.52M 3.08%
11,196
-620
10
$9.35M 3.02%
51,336
-1,836
11
$9.28M 3%
42,552
-721
12
$7.1M 2.3%
17,451
-462
13
$6.96M 2.25%
56,304
-376
14
$6.41M 2.07%
31,705
-1,385
15
$6.19M 2%
12,270
+728
16
$5.96M 1.93%
32,494
+11,344
17
$5.73M 1.85%
194,689
+34,952
18
$5.46M 1.77%
20,795
-838
19
$5.17M 1.67%
121,374
+5,533
20
$5.13M 1.66%
16,433
-2,654
21
$4.99M 1.61%
29,079
-1,087
22
$4.89M 1.58%
52,684
-6,645
23
$4.74M 1.53%
69,140
+7,659
24
$4.47M 1.44%
70,362
-1,646
25
$4.33M 1.4%
9,686
-217
1
2 3 4