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
76
$322K 0.09%
2,310
77
$322K 0.09%
363
+122
78
$316K 0.09%
5,506
+350
79
$308K 0.09%
6,436
+364
80
$303K 0.09%
2,640
+805
81
$299K 0.09%
+11,805
82
$298K 0.09%
1,914
-29
83
$280K 0.08%
4,721
84
$278K 0.08%
8,585
+525
85
$266K 0.08%
+947
86
$247K 0.07%
714
87
$242K 0.07%
+1,391
88
$237K 0.07%
+1,355
89
$235K 0.07%
2,847
90
$226K 0.07%
+743
91
$219K 0.06%
5,530
+76
92
$213K 0.06%
+811
93
$182K 0.05%
+13,300
94
$4.34K ﹤0.01%
625
95
– –
-15,632
1 2 3
4