CWA

Clarity Wealth Advisors Portfolio holdings

AUM $490M
1-Year Est. Return 21.55%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.55%
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 +$814K
2 +$537K
3 +$443K
4
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$370K
5
AMZN icon
Amazon
AMZN
+$333K

Top Sells

1 +$2.41M
2 +$1.78M
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
76
-3,200
77
-4,959