CWA

Clarity Wealth Advisors Portfolio holdings

AUM $361M
AUM
$361M
AUM Growth
-$6.25M
Cap. Flow
+$8.77M
Cap. Flow %
2.43%
Top 10 Hldgs %
52.72%
Holding
96
New
2
Increased
50
Reduced
29
Closed
1

Top Buys

1
$1.3M
2
$1.12M
3
$682K
4
$604K
5
$570K

Top Sells

1
$722K
2
$645K
3
$416K
4
$260K
5
$186K

Sector Composition

1Technology13.62%
2Financials9.32%
3Communication Services6.36%
4Healthcare3.19%
5Consumer Staples3.11%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$30.3M8.4%136,310
+2,720
+2%
+$604K
$27.5M7.63%49,209
+2,006
+4%
+$1.12M
$26.1M7.24%95,026
+2,074
+2%
+$570K
$25.1M6.95%53,457
+906
+2%
+$425K
$18.6M5.15%95,731
+2,687
+3%
+$521K
$14.6M4.04%249,670
+4,598
+2%
+$268K
$14.5M4.01%34,473
+3,089
+10%
+$1.3M
$12.3M3.41%198,016
+4,554
+2%
+$283K
$10.7M2.98%11,344
-98
-0.9%
-$92.7K
$10.5M2.9%47,213
+583
+1%
+$129K
$10.2M2.82%19,107
+767
+4%
+$408K
$8.22M2.28%33,498
+287
+0.9%
+$70.4K
$8.12M2.25%52,539
+172
+0.3%
+$26.6K
$8.1M2.25%14,053
+608
+5%
+$350K
$7.87M2.18%277,939
+13,649
+5%
+$387K
$7.87M2.18%22,446
+342
+2%
+$120K
$7.34M2.04%156,121
+8,032
+5%
+$378K
$7.03M1.95%91,819
+4,942
+6%
+$378K
$6.78M1.88%92,063
+4,966
+6%
+$366K
$6.7M1.86%31,957
+432
+1%
+$90.5K
$6.62M1.84%145,096
+8,371
+6%
+$382K
$6.27M1.74%143,582
+4,827
+3%
+$211K
$5.74M1.59%80,817
+1,173
+1%
+$83.3K
$5.63M1.56%51,927
-6,666
-11%
-$722K
$5.02M1.39%32,108
-1,191
-4%
-$186K
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