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
1
$24.4M 10.96%
125,880
+2,316
2
$18.2M 8.18%
82,721
+2,294
3
$17.6M 7.88%
39,600
+2,191
4
$17.5M 7.86%
47,391
+1,261
5
$13.1M 5.86%
80,372
+1,458
6
$10.7M 4.81%
204,905
+2,540
7
$9.61M 4.31%
171,303
+5,837
8
$8M 3.59%
40,208
+441
9
$6.12M 2.75%
11,374
+276
10
$6.12M 2.75%
51,144
+604
11
$5.88M 2.64%
17,254
+142
12
$5.76M 2.59%
20,346
+331
13
$5.31M 2.38%
62,478
+605
14
$4.93M 2.21%
20,772
+230
15
$4.06M 1.82%
27,887
+1,409
16
$3.79M 1.7%
13,210
+1,595
17
$3.78M 1.7%
28,051
+802
18
$3.74M 1.68%
29,437
+390
19
$3.73M 1.68%
94,385
+3,344
20
$3.72M 1.67%
10,817
+1,937
21
$3.59M 1.61%
21,666
+556
22
$2.94M 1.32%
8,648
+825
23
$2.76M 1.24%
59,912
+4,995
24
$2.72M 1.22%
10,381
+995
25
$2.57M 1.15%
21,222
+2,360
1
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