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
$405M
AUM Growth
+$44.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
100
New
Increased
Reduced
Closed

Top Buys

1
+$1.97M
2
+$1.12M
3
+$896K
4
VYMI icon
Vanguard International High Dividend Yield ETF
VYMI
+$891K
5
TSLA icon
Tesla
TSLA
+$834K

Top Sells

1
+$295K
2
+$281K
3
+$271K
4
IBB icon
iShares Biotechnology ETF
IBB
+$255K
5
IXJ icon
iShares Global Healthcare ETF
IXJ
+$189K

Sector Composition

1 Technology 13.6%
2 Financials 8.84%
3 Communication Services 7.35%
4 Consumer Staples 2.87%
5 Consumer Discretionary 2.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TSLA icon
26
Tesla
TSLA
$1.52T
$5.48M 1.35%
17,245
+2,627
MSFT icon
27
Microsoft
MSFT
$3.85T
$5.1M 1.26%
10,243
+163
JNJ icon
28
Johnson & Johnson
JNJ
$455B
$4.09M 1.01%
26,786
+894
AMZN icon
29
Amazon
AMZN
$2.61T
$4.03M 0.99%
18,375
+306
VCR icon
30
Vanguard Consumer Discretionary ETF
VCR
$6.49B
$3.62M 0.89%
9,988
-749
CGBL icon
31
Capital Group Core Balanced ETF
CGBL
$3.42B
$3.56M 0.88%
106,568
+17,516
JEPI icon
32
JPMorgan Equity Premium Income ETF
JEPI
$41.3B
$3.42M 0.84%
60,142
+3,272
IXJ icon
33
iShares Global Healthcare ETF
IXJ
$3.97B
$3.16M 0.78%
36,711
-2,199
IGM icon
34
iShares Expanded Tech Sector ETF
IGM
$10B
$2.47M 0.61%
21,960
-639
JEPQ icon
35
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
$31.5B
$2.12M 0.52%
38,912
+3,727
IVV icon
36
iShares Core S&P 500 ETF
IVV
$677B
$2.02M 0.5%
3,253
+49
VOO icon
37
Vanguard S&P 500 ETF
VOO
$777B
$2.01M 0.5%
3,538
+741
TQQQ icon
38
ProShares UltraPro QQQ
TQQQ
$31.5B
$1.51M 0.37%
18,220
+4,800
XLF icon
39
Financial Select Sector SPDR Fund
XLF
$53.9B
$1.43M 0.35%
27,395
-1,291
JPST icon
40
JPMorgan Ultra-Short Income ETF
JPST
$34.1B
$1.43M 0.35%
28,128
+501
NFLX icon
41
Netflix
NFLX
$474B
$1.3M 0.32%
968
+35
SNPS icon
42
Synopsys
SNPS
$84.3B
$1.2M 0.3%
2,345
+1,310
AVGO icon
43
Broadcom
AVGO
$1.75T
$1.15M 0.28%
4,167
+140
IBB icon
44
iShares Biotechnology ETF
IBB
$6.38B
$1.07M 0.26%
8,470
-2,019
CSCO icon
45
Cisco
CSCO
$288B
$1.05M 0.26%
15,080
-24
ORCL icon
46
Oracle
ORCL
$749B
$1M 0.25%
4,580
-53
PLTR icon
47
Palantir
PLTR
$476B
$869K 0.21%
6,378
+2,058
VUG icon
48
Vanguard Growth ETF
VUG
$203B
$815K 0.2%
1,859
-22
PEG icon
49
Public Service Enterprise Group
PEG
$40.2B
$812K 0.2%
9,647
+73
MA icon
50
Mastercard
MA
$496B
$802K 0.2%
1,427
-47
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