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
51
$377K 0.17%
11,269
+1,988
52
$376K 0.17%
853
53
$375K 0.17%
1,362
54
$366K 0.16%
2,983
55
$358K 0.16%
+20,517
56
$357K 0.16%
12,722
-3,000
57
$348K 0.16%
3,279
+129
58
$323K 0.14%
1,528
+40
59
$315K 0.14%
1,112
60
$308K 0.14%
3,550
+110
61
$307K 0.14%
4,745
+150
62
$298K 0.13%
2,262
+451
63
$292K 0.13%
+1,425
64
$289K 0.13%
2,904
+8
65
$261K 0.12%
5,642
+60
66
$259K 0.12%
5,258
+24
67
$256K 0.11%
532
+25
68
$250K 0.11%
2,310
-243
69
$225K 0.1%
+8,592
70
$223K 0.1%
+4,451
71
$222K 0.1%
+745
72
$220K 0.1%
8,060
73
$89.5K 0.04%
18,006
74
$62.5K 0.03%
+10,076
75
– –
-1,063
1 2
3
4