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
51
$349K 0.16%
2,707
52
$300K 0.14%
3,447
-11
53
$299K 0.14%
1,293
+10
54
$293K 0.14%
1,156
+28
55
$292K 0.14%
8,060
-1
56
$289K 0.13%
5,735
-720
57
$286K 0.13%
+1,564
58
$281K 0.13%
6,320
+8
59
$266K 0.12%
14,028
-204
60
$260K 0.12%
+3,910
61
$258K 0.12%
2,192
-29
62
$253K 0.12%
4,959
+4
63
$242K 0.11%
+585
64
$227K 0.11%
+3,607
65
$223K 0.1%
4,441
-24
66
$218K 0.1%
973
-1
67
$213K 0.1%
+708
68
$212K 0.1%
831
-15
69
$210K 0.1%
+1,264
70
$200K 0.09%
+400
71
– –
-113,649
72
– –
-1,101
1 2
3