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
$166M
AUM Growth
-$8.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
72
New
Increased
Reduced
Closed

Top Buys

1
+$648K
2
+$427K
3
+$321K
4
JPM icon
JPMorgan Chase
JPM
+$251K
5
NFLX icon
Netflix
NFLX
+$237K

Top Sells

1
+$539K
2
+$300K
3
+$216K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$215K
5
CRM icon
Salesforce
CRM
+$209K

Sector Composition

1 Technology 13.97%
2 Financials 8.58%
3 Communication Services 5.36%
4 Healthcare 4.59%
5 Consumer Staples 3.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.53M 0.92%
13,559
-1,246
27
$1.43M 0.86%
10,565
+911
28
$1.42M 0.86%
46,881
+1,608
29
$1.41M 0.85%
30,582
-2,694
30
$1.12M 0.68%
3,904
+675
31
$1.06M 0.64%
3,468
-1,766
32
$858K 0.52%
2,392
+3
33
$777K 0.47%
64,080
+770
34
$771K 0.46%
15,060
-650
35
$689K 0.42%
7,312
-351
36
$653K 0.39%
4,551
-164
37
$650K 0.39%
7,555
-76
38
$512K 0.31%
12,810
-237
39
$501K 0.3%
3,970
-394
40
$487K 0.29%
1,713
-17
41
$435K 0.26%
1,327
+5
42
$423K 0.25%
8,446
43
$410K 0.25%
19,722
-5,000
44
$403K 0.24%
2,652
-40
45
$389K 0.23%
7,788
+14
46
$385K 0.23%
2,308
47
$377K 0.23%
3,920
-2,100
48
$300K 0.18%
2,698
49
$286K 0.17%
1,362
50
$272K 0.16%
1,834
1
2
3