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
$344M
AUM Growth
+$34.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$1.76M
2
+$1.75M
3
+$1.72M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$1.3M
5
CGGO icon
Capital Group Global Growth Equity ETF
CGGO
+$1.13M

Top Sells

1
+$712K
2
+$520K
3
+$403K
4
DUOL icon
Duolingo
DUOL
+$189K
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$129K

Sector Composition

1 Technology 14.99%
2 Financials 7.97%
3 Communication Services 6.7%
4 Consumer Staples 3.18%
5 Healthcare 3.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.73M 1.38%
75,632
+5,270
27
$4.65M 1.35%
47,384
-5,300
28
$4.33M 1.26%
10,053
+367
29
$4.13M 1.2%
25,467
+1,857
30
$3.29M 0.96%
55,287
+360
31
$3.29M 0.96%
12,568
+540
32
$3.13M 0.91%
16,821
-349
33
$2.34M 0.68%
24,340
-573
34
$2.01M 0.59%
13,829
-2,771
35
$1.83M 0.53%
33,264
+1,718
36
$1.72M 0.5%
2,978
+264
37
$1.63M 0.47%
36,008
-2,847
38
$1.39M 0.4%
27,307
+994
39
$1.3M 0.38%
2,461
+105
40
$1.23M 0.36%
39,545
+27,534
41
$777K 0.23%
1,573
-64
42
$764K 0.22%
4,485
+204
43
$758K 0.22%
14,235
+60
44
$704K 0.2%
4,084
+214
45
$664K 0.19%
9,160
-180
46
$634K 0.18%
1,690
-78
47
$626K 0.18%
883
+6
48
$597K 0.17%
7,649
-105
49
$595K 0.17%
4,043
-32
50
$593K 0.17%
6,163
-136
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2
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