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
$175M
AUM Growth
-$35.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1
+$749K
2
+$485K
3
+$418K
4
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$355K
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$300K

Top Sells

1
+$2.23M
2
+$1.64M
3
+$391K
4
AVGO icon
Broadcom
AVGO
+$238K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$238K

Sector Composition

1 Technology 14.01%
2 Financials 8.37%
3 Communication Services 5.65%
4 Healthcare 4.76%
5 Consumer Staples 3.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.63M 0.93%
33,276
+1,446
27
$1.59M 0.91%
5,234
-319
28
$1.57M 0.9%
14,805
+2,665
29
$1.56M 0.89%
9,654
+1,016
30
$1.42M 0.81%
45,273
-2
31
$993K 0.57%
3,229
+514
32
$959K 0.55%
63,310
+3,880
33
$905K 0.52%
2,389
+33
34
$871K 0.5%
15,710
+6,400
35
$723K 0.41%
7,663
+970
36
$682K 0.39%
4,715
+180
37
$627K 0.36%
4,364
-682
38
$612K 0.35%
6,020
+2,159
39
$556K 0.32%
13,047
+100
40
$545K 0.31%
1,730
-48
41
$532K 0.3%
7,631
+362
42
$458K 0.26%
1,322
43
$423K 0.24%
8,446
+2,711
44
$401K 0.23%
2,308
45
$389K 0.22%
7,774
+3,333
46
$375K 0.21%
2,692
-100
47
$361K 0.21%
24,722
48
$358K 0.2%
9,590
-200
49
$320K 0.18%
2,698
+45
50
$300K 0.17%
+12,220
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