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
51
$589K 0.17%
3,401
+173
52
$569K 0.17%
293
-5
53
$561K 0.16%
1,384
+66
54
$535K 0.16%
24,144
-873
55
$518K 0.15%
1,022
56
$500K 0.15%
5,208
57
$485K 0.14%
1,264
+116
58
$479K 0.14%
2,318
+10
59
$477K 0.14%
20,322
+7,228
60
$476K 0.14%
1,738
+100
61
$458K 0.13%
2,695
-26
62
$444K 0.13%
1,815
-41
63
$431K 0.13%
1,530
-669
64
$428K 0.12%
5,335
+375
65
$420K 0.12%
1,901
+15
66
$413K 0.12%
1,500
-45
67
$400K 0.12%
2,342
+188
68
$380K 0.11%
3,250
69
$371K 0.11%
2,893
70
$362K 0.11%
1,790
-4
71
$357K 0.1%
2,514
72
$355K 0.1%
6,716
-30
73
$349K 0.1%
15,417
-843
74
$343K 0.1%
+2,093
75
$340K 0.1%
581
+65
1 2
3
4