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
$215M
AUM Growth
+$12.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
72
New
Increased
Reduced
Closed

Top Buys

1
+$604K
2
+$539K
3
+$534K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$487K
5
PYPL icon
PayPal
PYPL
+$468K

Top Sells

1
+$9.71M
2
+$242K
3
+$212K
4
AAPL icon
Apple
AAPL
+$194K
5
IGM icon
iShares Expanded Tech Sector ETF
IGM
+$174K

Sector Composition

1 Technology 14.56%
2 Communication Services 9.32%
3 Financials 7.73%
4 Healthcare 3.61%
5 Consumer Staples 3.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.49M 1.16%
34,062
-2,382
27
$2.21M 1.03%
6,587
-106
28
$2.11M 0.98%
5,720
-93
29
$1.94M 0.9%
11,660
+420
30
$1.76M 0.82%
45,083
+573
31
$1.6M 0.74%
54,370
-2,460
32
$1.21M 0.56%
6,435
+2,481
33
$1.13M 0.52%
2,365
-11
34
$967K 0.45%
6,244
+17
35
$892K 0.41%
2,456
+311
36
$888K 0.41%
14,022
-34
37
$858K 0.4%
5,251
+93
38
$787K 0.37%
24,722
39
$769K 0.36%
2,815
-228
40
$627K 0.29%
1,042
-39
41
$604K 0.28%
+1,393
42
$603K 0.28%
1,679
+83
43
$561K 0.26%
1,286
+8
44
$546K 0.25%
2,395
-78
45
$521K 0.24%
1,409
-38
46
$510K 0.24%
9,906
+130
47
$481K 0.22%
2,308
48
$440K 0.2%
3,861
-376
49
$439K 0.2%
2,790
50
$398K 0.18%
1,243
-6
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