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
76
-4,554