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
State Street Financial Select Sector SPDR ETF
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
1
$30.7M 8.93%
131,793
+485
2
$26.2M 7.61%
45,655
+1,272
3
$25.8M 7.49%
90,962
+2,200
4
$25.2M 7.32%
51,601
+1,170
5
$17.4M 5.06%
87,945
+4,720
6
$14.5M 4.22%
233,054
+10,483
7
$12.2M 3.55%
188,436
+5,891
8
$11.9M 3.46%
28,106
+3,067
9
$10.6M 3.07%
44,529
+1,977
10
$10M 2.92%
11,327
+131
11
$8.56M 2.49%
51,640
+304
12
$8.28M 2.41%
17,983
+532
13
$7.28M 2.12%
12,713
+443
14
$7M 2.03%
232,100
+37,411
15
$6.94M 2.02%
57,145
+841
16
$6.88M 2%
32,633
+928
17
$6.03M 1.75%
131,556
+10,182
18
$6M 1.75%
30,406
+1,327
19
$5.94M 1.73%
123,180
+35,745
20
$5.93M 1.72%
21,553
+758
21
$5.82M 1.69%
79,263
+10,123
22
$5.7M 1.66%
34,121
+1,627
23
$5.51M 1.6%
70,349
+22,519
24
$5.27M 1.53%
112,819
+37,417
25
$4.88M 1.42%
14,341
-2,092
1
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