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
$196M
AUM Growth
+$23.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
71
New
Increased
Reduced
Closed

Top Buys

1
+$813K
2
+$786K
3
+$765K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$730K
5
JEPQ icon
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
+$531K

Top Sells

1
+$517K
2
+$414K
3
+$312K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$309K
5
AMGN icon
Amgen
AMGN
+$248K

Sector Composition

1 Technology 14.49%
2 Financials 8.76%
3 Communication Services 5.58%
4 Healthcare 4.18%
5 Consumer Staples 3.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.77M 0.9%
20,149
+666
27
$1.65M 0.84%
30,133
+14,014
28
$1.63M 0.83%
28,908
-1,188
29
$1.55M 0.79%
55,950
-6,630
30
$1.52M 0.78%
47,361
+706
31
$1.51M 0.77%
14,624
+958
32
$1.26M 0.64%
25,058
+15,612
33
$1.03M 0.52%
16,558
+6,391
34
$985K 0.5%
2,397
+35
35
$904K 0.46%
2,405
-829
36
$744K 0.38%
7,434
-151
37
$698K 0.36%
13,347
+473
38
$659K 0.34%
4,039
-17
39
$611K 0.31%
8,048
+460
40
$596K 0.3%
1,641
+4
41
$543K 0.28%
3,650
-320
42
$531K 0.27%
+11,770
43
$456K 0.23%
+3,199
44
$441K 0.22%
2,308
45
$440K 0.22%
2,132
-416
46
$409K 0.21%
15,722
-3,000
47
$395K 0.2%
1,022
-1,071
48
$375K 0.19%
4,038
+61
49
$369K 0.19%
2,983
50
$343K 0.17%
2,790
1
2
3