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
51
$333K 0.17%
1,362
52
$332K 0.17%
3,150
+832
53
$303K 0.15%
9,281
-100
54
$300K 0.15%
1,811
+11
55
$297K 0.15%
+1,488
56
$295K 0.15%
853
+8
57
$280K 0.14%
2,896
+253
58
$277K 0.14%
1,112
-55
59
$277K 0.14%
+9,810
60
$255K 0.13%
2,553
+374
61
$255K 0.13%
+5,234
62
$252K 0.13%
+5,582
63
$240K 0.12%
1,063
-124
64
$240K 0.12%
507
-10
65
$229K 0.12%
4,554
-3,271
66
$221K 0.11%
+3,440
67
$220K 0.11%
+4,595
68
$220K 0.11%
+8,060
69
$89K 0.05%
+18,006
70
– –
-945
71
– –
-3,191
1 2
3