CWA
Clarity Wealth Advisors Portfolio holdings
AUM
$405M
This Quarter Return
-3.04%
1 Year Return
+16.61%
3 Year Return
+78.71%
5 Year Return
+124.58%
10 Year Return
–
AUM
$220M
AUM Growth
+$220M
(-0.95%)
Cap. Flow
+$5.22M
Cap. Flow
% of AUM
2.37%
Top 10 Holdings %
Top 10 Hldgs %
58.18%
Holding
76
New
2
Increased
47
Reduced
12
Closed
4
Top Buys
Top Sells
| 1 |
Schwab US TIPS ETF
SCHP
|
$225K |
| 2 |
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
|
$223K |
| 3 |
McDonald's
MCD
|
$222K |
| 4 |
Duolingo
DUOL
|
$166K |
| 5 |
Nutanix
NTNX
|
$69.8K |
Sector Composition
| 1 | Technology | 14.63% |
| 2 | Financials | 8.73% |
| 3 | Communication Services | 6.63% |
| 4 | Healthcare | 3.71% |
| 5 | Consumer Staples | 3.31% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
76
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
$14.6B
| – | – |
-4,451
| Closed | -$223K |
|