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
$223M
AUM Growth
+$26.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$971K
2
+$697K
3
+$666K
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$532K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$505K

Top Sells

1
+$240K
2
+$229K
3
+$84.2K
4
PG icon
Procter & Gamble
PG
+$77.7K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$52.9K

Sector Composition

1 Technology 15.58%
2 Financials 8.47%
3 Communication Services 6.19%
4 Healthcare 3.46%
5 Consumer Staples 3.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.43M 1.09%
57,340
+1,390
27
$2.36M 1.06%
42,723
+12,590
28
$2.02M 0.91%
15,509
+885
29
$1.87M 0.84%
28,524
-384
30
$1.77M 0.79%
21,107
+958
31
$1.62M 0.73%
47,973
+612
32
$1.49M 0.67%
23,541
+6,983
33
$1.26M 0.56%
25,058
34
$1.06M 0.48%
2,383
-14
35
$1.05M 0.47%
21,770
+10,000
36
$926K 0.42%
2,275
-130
37
$707K 0.32%
13,668
+321
38
$695K 0.31%
7,780
+346
39
$643K 0.29%
1,636
-5
40
$641K 0.29%
4,073
+34
41
$532K 0.24%
+30,885
42
$521K 0.23%
7,809
-239
43
$479K 0.22%
2,308
44
$477K 0.21%
4,006
-32
45
$476K 0.21%
3,138
-512
46
$457K 0.21%
3,199
47
$445K 0.2%
1,022
48
$438K 0.2%
1,937
-195
49
$423K 0.19%
10,310
+500
50
$403K 0.18%
2,790
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