CWA
Clarity Wealth Advisors Portfolio holdings
AUM
$405M
This Quarter Return
+9.53%
1 Year Return
+16.61%
3 Year Return
+78.71%
5 Year Return
+124.58%
10 Year Return
–
AUM
$223M
AUM Growth
+$223M
(+14%)
Cap. Flow
+$9.67M
Cap. Flow
% of AUM
4.35%
Top 10 Holdings %
Top 10 Hldgs %
59.01%
Holding
76
New
7
Increased
46
Reduced
10
Closed
2
Top Buys
Top Sells
| 1 |
Illumina
ILMN
|
$240K |
| 2 |
iShares Ultra Short Duration Bond Active ETF
ICSH
|
$229K |
| 3 |
Nutanix
NTNX
|
$84.2K |
| 4 |
Procter & Gamble
PG
|
$77.7K |
| 5 |
Vanguard S&P 500 ETF
VOO
|
$52.9K |
Sector Composition
| 1 | Technology | 15.58% |
| 2 | Financials | 8.47% |
| 3 | Communication Services | 6.19% |
| 4 | Healthcare | 3.46% |
| 5 | Consumer Staples | 3.1% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
76
Illumina
ILMN
$15.2B
| – | – |
-1,034
| Closed | -$240K |
|