CWA
Clarity Wealth Advisors Portfolio holdings
AUM $361M
AUM
$361M
AUM Growth
-$6.25M (-2%)
Cap. Flow
+$8.77M
Cap. Flow % of AUM
2.43%
Top 10 Holdings %Top 10 Hldgs %
52.72%
Holding
96
New
2
Increased
50
Reduced
29
Closed
1
Top Buys
| 1 | $1.3M | |
| 2 | $1.12M | |
| 3 | $682K | |
| 4 | $604K | |
| 5 | $570K |
Top Sells
| 1 | $722K | |
| 2 | $645K | |
| 3 | $416K | |
| 4 | $260K | |
| 5 | $186K |
Sector Composition
| 1 | Technology | 13.62% |
| 2 | Financials | 9.32% |
| 3 | Communication Services | 6.36% |
| 4 | Healthcare | 3.19% |
| 5 | Consumer Staples | 3.11% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $295K | 0.08% | 950 -50 | -5% | -$15.5K | |||
| $295K | 0.08% | 4,221 | – | – | |||
| $292K | 0.08% | 5,751 | – | – | |||
| $291K | 0.08% | 1,391 | – | – | |||
| $285K | 0.08% | 6,288 -333 | -5% | -$15.1K | |||
| $281K | 0.08% | 536 -20 | -4% | -$10.5K | |||
| $274K | 0.08% | 5,070 -33 | -0.7% | -$1.78K | |||
| $269K | 0.07% | 2,619 +610 | +30% | +$62.7K | |||
| $261K | 0.07% | 11,835 -252 | -2% | -$5.56K | |||
| $260K | 0.07% | 1,790 | – | – | |||
| $250K | 0.07% | 8,060 | – | – | |||
| $241K | 0.07% | 1,397 -107 | -7% | -$18.5K | |||
| $241K | 0.07% | 722 +1 | +0.1% | +$334 | |||
| $229K | 0.06% | 277 -35 | -11% | -$28.9K | |||
| $228K | 0.06% | 730 +2 | +0.3% | +$624 | |||
| $213K | 0.06% | 2,807 | – | – | |||
| $211K | 0.06% | 11,805 | – | – | |||
| $208K | 0.06% | 811 | – | – | |||
| $175K | 0.05% | 14,094 | New | +$175K | |||
| $160K | 0.04% | 12,172 -1,128 | -8% | -$14.8K | |||
| $0 | 0% | 0 -1,743 | Closed | – |
