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
51
$297K 0.17%
+1,362
52
$294K 0.17%
1,321
+85
53
$269K 0.15%
524
54
$268K 0.15%
+10,807
55
$267K 0.15%
3,822
+22
56
$259K 0.15%
1,834
+548
57
$255K 0.15%
2,808
-182
58
$245K 0.14%
+5,003
59
$235K 0.13%
1,312
-56
60
$234K 0.13%
963
-5
61
$228K 0.13%
+2,242
62
$216K 0.12%
+4,517
63
$215K 0.12%
+2,333
64
$214K 0.12%
6,896
-338
65
$209K 0.12%
1,271
+115
66
$209K 0.12%
+8,116
67
$209K 0.12%
+847
68
$208K 0.12%
14,016
+9
69
$205K 0.12%
+1,415
70
$204K 0.12%
2,495
71
$201K 0.12%
2,179
72
– –
-4,959
73
– –
-3,200
74
– –
-1,485
75
– –
-8,263
1 2
3
4