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
$361M
AUM Growth
-$6.25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$1.3M
2
+$1.12M
3
+$682K
4
AAPL icon
Apple
AAPL
+$604K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$570K

Top Sells

1
+$722K
2
+$645K
3
+$416K
4
IBB icon
iShares Biotechnology ETF
IBB
+$260K
5
TGT icon
Target
TGT
+$236K

Sector Composition

1 Technology 13.62%
2 Financials 9.32%
3 Communication Services 6.36%
4 Healthcare 3.19%
5 Consumer Staples 3.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$30.3M 8.4%
136,310
+2,720
2
$27.5M 7.63%
49,209
+2,006
3
$26.1M 7.24%
95,026
+2,074
4
$25.1M 6.95%
53,457
+906
5
$18.6M 5.15%
95,731
+2,687
6
$14.6M 4.04%
249,670
+4,598
7
$14.5M 4.01%
34,473
+3,089
8
$12.3M 3.41%
198,016
+4,554
9
$10.7M 2.98%
11,344
-98
10
$10.5M 2.9%
47,213
+583
11
$10.2M 2.82%
19,107
+767
12
$8.22M 2.28%
33,498
+287
13
$8.12M 2.25%
52,539
+172
14
$8.1M 2.25%
14,053
+608
15
$7.87M 2.18%
277,939
+13,649
16
$7.87M 2.18%
22,446
+342
17
$7.34M 2.04%
156,121
+8,032
18
$7.03M 1.95%
91,819
+4,942
19
$6.78M 1.88%
92,063
+4,966
20
$6.7M 1.86%
31,957
+432
21
$6.62M 1.84%
145,096
+8,371
22
$6.27M 1.74%
143,582
+4,827
23
$5.74M 1.59%
80,817
+1,173
24
$5.63M 1.56%
51,927
-6,666
25
$5.02M 1.39%
32,108
-1,191
1
2 3 4