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
$175M
AUM Growth
-$35.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Sells

1 +$2.23M
2 +$1.64M
3 +$391K
4
AVGO icon
Broadcom
AVGO
+$238K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$238K

Sector Composition

1 Technology 14.01%
2 Financials 8.37%
3 Communication Services 5.65%
4 Healthcare 4.76%
5 Consumer Staples 3.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-1,046
77
-3,780