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
$215M
AUM Growth
+$12.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
72
New
Increased
Reduced
Closed

Top Buys

1
+$604K
2
+$539K
3
+$534K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$487K
5
PYPL icon
PayPal
PYPL
+$468K

Top Sells

1
+$9.71M
2
+$242K
3
+$212K
4
AAPL icon
Apple
AAPL
+$194K
5
IGM icon
iShares Expanded Tech Sector ETF
IGM
+$174K

Sector Composition

1 Technology 14.56%
2 Communication Services 9.32%
3 Financials 7.73%
4 Healthcare 3.61%
5 Consumer Staples 3.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$20.3M 9.43%
114,256
-1,094
2
$18.6M 8.65%
77,111
-82
3
$16.2M 7.55%
40,836
-532
4
$14.2M 6.61%
29,932
+1,025
5
$11.7M 5.43%
67,998
+3,112
6
$10.4M 4.85%
164,124
+8,480
7
$10.3M 4.77%
181,150
+2,040
8
$9.35M 4.34%
64,540
-560
9
$8.19M 3.81%
36,245
+1,166
10
$6.7M 3.11%
19,679
-20
11
$6.13M 2.85%
10,805
+42
12
$5.57M 2.59%
38,520
13
$5.23M 2.43%
57,913
+1,766
14
$4.76M 2.21%
15,921
+268
15
$4.4M 2.04%
90,063
+6,388
16
$4.23M 1.97%
19,530
+589
17
$4.08M 1.9%
26,753
+1,290
18
$3.68M 1.71%
70,974
+1,178
19
$3.48M 1.62%
25,721
+974
20
$3.14M 1.46%
18,366
+1,156
21
$3.02M 1.4%
19,053
+1,908
22
$2.94M 1.37%
8,352
-9
23
$2.81M 1.31%
18,957
+1,048
24
$2.71M 1.26%
8,061
+351
25
$2.53M 1.18%
41,937
+835
1
2 3