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
$220M
AUM Growth
-$2.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Sells

1 +$225K
2 +$223K
3 +$222K
4
DUOL icon
Duolingo
DUOL
+$166K
5
NTNX icon
Nutanix
NTNX
+$69.8K

Sector Composition

1 Technology 14.63%
2 Financials 8.73%
3 Communication Services 6.63%
4 Healthcare 3.71%
5 Consumer Staples 3.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-4,451