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
$172M
AUM Growth
+$6.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
65
New
Increased
Reduced
Closed

Top Buys

1
+$839K
2
+$670K
3
+$606K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$381K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$250K

Top Sells

1
+$1.64M
2
+$716K
3
+$510K
4
SNPS icon
Synopsys
SNPS
+$439K
5
MMM icon
3M
MMM
+$236K

Sector Composition

1 Technology 12.9%
2 Financials 9.39%
3 Healthcare 5.02%
4 Communication Services 4.81%
5 Consumer Staples 3.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.4M 0.81%
30,096
-486
27
$1.34M 0.77%
11,176
+611
28
$1.15M 0.66%
9,327
-582
29
$1.15M 0.66%
13,666
+107
30
$1.14M 0.65%
3,234
+1,907
31
$915K 0.53%
62,580
-1,500
32
$907K 0.52%
2,362
-30
33
$878K 0.51%
16,119
+1,059
34
$728K 0.42%
4,056
-495
35
$668K 0.39%
2,093
-1,375
36
$659K 0.38%
7,585
+273
37
$613K 0.35%
12,874
+64
38
$606K 0.35%
+10,167
39
$602K 0.35%
3,970
40
$569K 0.33%
1,637
-76
41
$540K 0.31%
7,588
+33
42
$495K 0.28%
2,308
43
$488K 0.28%
18,722
-1,000
44
$474K 0.27%
9,446
+1,000
45
$426K 0.25%
2,548
-104
46
$392K 0.23%
7,825
+37
47
$373K 0.22%
2,983
+285
48
$325K 0.19%
3,977
+190
49
$309K 0.18%
3,191
-729
50
$292K 0.17%
1,362
1
2
3