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
$454M
AUM Growth
+$48.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$2.08M
2
+$1.46M
3
+$1.37M
4
JCPB icon
JPMorgan Core Plus Bond ETF
JCPB
+$1.32M
5
FBND icon
Fidelity Total Bond ETF
FBND
+$1.25M

Top Sells

1
+$1.16M
2
+$654K
3
+$534K
4
IBB icon
iShares Biotechnology ETF
IBB
+$376K
5
AAPL icon
Apple
AAPL
+$345K

Sector Composition

1 Technology 14.02%
2 Financials 8.42%
3 Communication Services 7.69%
4 Consumer Discretionary 2.91%
5 Healthcare 2.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GOOG icon
26
Alphabet (Google) Class C
GOOG
$3.4T
$6.79M 1.5%
27,895
-4,764
JNJ icon
27
Johnson & Johnson
JNJ
$455B
$5.21M 1.15%
28,092
+1,306
CGBL icon
28
Capital Group Core Balanced ETF
CGBL
$3.42B
$5.16M 1.14%
148,689
+42,121
MSFT icon
29
Microsoft
MSFT
$3.85T
$5.16M 1.14%
9,965
-278
AMZN icon
30
Amazon
AMZN
$2.61T
$4.01M 0.88%
18,277
-98
JEPI icon
31
JPMorgan Equity Premium Income ETF
JEPI
$41.3B
$3.77M 0.83%
66,110
+5,968
VCR icon
32
Vanguard Consumer Discretionary ETF
VCR
$6.49B
$3.3M 0.73%
8,338
-1,650
IXJ icon
33
iShares Global Healthcare ETF
IXJ
$3.97B
$2.72M 0.6%
30,682
-6,029
IGM icon
34
iShares Expanded Tech Sector ETF
IGM
$10B
$2.54M 0.56%
20,134
-1,826
JEPQ icon
35
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
$31.5B
$2.41M 0.53%
41,828
+2,916
VOO icon
36
Vanguard S&P 500 ETF
VOO
$777B
$2.22M 0.49%
3,622
+84
IVV icon
37
iShares Core S&P 500 ETF
IVV
$677B
$2.17M 0.48%
3,245
-8
TQQQ icon
38
ProShares UltraPro QQQ
TQQQ
$31.5B
$1.65M 0.36%
15,920
-2,300
JPST icon
39
JPMorgan Ultra-Short Income ETF
JPST
$34.1B
$1.4M 0.31%
27,633
-495
AVGO icon
40
Broadcom
AVGO
$1.75T
$1.36M 0.3%
4,112
-55
XLF icon
41
Financial Select Sector SPDR Fund
XLF
$53.9B
$1.29M 0.28%
23,871
-3,524
PLTR icon
42
Palantir
PLTR
$476B
$1.24M 0.27%
6,778
+400
ORCL icon
43
Oracle
ORCL
$749B
$1.23M 0.27%
4,377
-203
NFLX icon
44
Netflix
NFLX
$474B
$1.18M 0.26%
986
+18
SNPS icon
45
Synopsys
SNPS
$84.3B
$1.06M 0.23%
2,142
-203
CSCO icon
46
Cisco
CSCO
$288B
$1.03M 0.23%
15,080
IBB icon
47
iShares Biotechnology ETF
IBB
$6.38B
$847K 0.19%
5,868
-2,602
ANET icon
48
Arista Networks
ANET
$198B
$824K 0.18%
5,658
-100
VUG icon
49
Vanguard Growth ETF
VUG
$203B
$822K 0.18%
1,714
-145
PEG icon
50
Public Service Enterprise Group
PEG
$40.2B
$811K 0.18%
9,720
+73
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