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
$166M
AUM Growth
-$8.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
72
New
Increased
Reduced
Closed

Top Buys

1
+$648K
2
+$427K
3
+$321K
4
JPM icon
JPMorgan Chase
JPM
+$251K
5
NFLX icon
Netflix
NFLX
+$237K

Top Sells

1
+$539K
2
+$300K
3
+$216K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$215K
5
CRM icon
Salesforce
CRM
+$209K

Sector Composition

1 Technology 13.97%
2 Financials 8.58%
3 Communication Services 5.36%
4 Healthcare 4.59%
5 Consumer Staples 3.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$17.6M 10.61%
127,484
-929
2
$14.1M 8.52%
78,762
+1,791
3
$12.5M 7.54%
35,026
+1,813
4
$11.9M 7.16%
44,478
+678
5
$10.5M 6.32%
77,613
+3,162
6
$8.49M 5.11%
193,540
+1,350
7
$8.06M 4.86%
176,123
+2,693
8
$6.76M 4.07%
39,569
+770
9
$5.2M 3.13%
11,007
-333
10
$4.75M 2.86%
20,214
+127
11
$4.75M 2.86%
49,661
+461
12
$4.61M 2.78%
61,246
+1,010
13
$4.41M 2.65%
16,502
+103
14
$3.7M 2.23%
20,842
-77
15
$3.61M 2.17%
26,889
+333
16
$3.47M 2.09%
99,448
+1,727
17
$3.38M 2.04%
28,933
+527
18
$3.3M 1.99%
20,195
+357
19
$2.63M 1.58%
9,909
-33
20
$2.62M 1.58%
25,070
+2,403
21
$2.17M 1.3%
51,958
+4,166
22
$2.02M 1.22%
21,838
+1,768
23
$1.79M 1.08%
18,625
-35
24
$1.71M 1.03%
7,336
-517
25
$1.64M 0.99%
61,315
-2,932
1
2 3