CWA
Clarity Wealth Advisors Portfolio holdings
AUM
$405M
1-Year Return
16.61%
This Quarter Return
-17.41%
1 Year Return
+16.61%
3 Year Return
+78.71%
5 Year Return
+124.58%
10 Year Return
–
AUM
$96.1M
AUM Growth
-$22.8M
(-19%)
Cap. Flow
-$1.34M
Cap. Flow
% of AUM
-1.39%
Top 10 Holdings %
Top 10 Hldgs %
55.97%
Holding
67
New
3
Increased
30
Reduced
21
Closed
11
Top Buys
| 1 |
Amazon
AMZN
|
+$548K |
| 2 |
Pinterest
PINS
|
+$473K |
| 3 |
Meta Platforms (Facebook)
META
|
+$397K |
| 4 |
Vanguard Growth ETF
VUG
|
+$355K |
| 5 |
Vanguard Total Stock Market ETF
VTI
|
+$351K |
Top Sells
| 1 |
JPMorgan Diversified Return International Equity ETF
JPIN
|
+$1.06M |
| 2 |
Energy Select Sector SPDR Fund
XLE
|
+$749K |
| 3 |
Alphabet (Google) Class C
GOOG
|
+$356K |
| 4 |
Bank of America
BAC
|
+$303K |
| 5 |
Broadcom
AVGO
|
+$244K |
Sector Composition
| 1 | Technology | 13.56% |
| 2 | Communication Services | 10.62% |
| 3 | Financials | 7.52% |
| 4 | Healthcare | 3.99% |
| 5 | Consumer Staples | 3.88% |
