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
1
$17.6M 10.04%
128,413
+1,356
2
$14.5M 8.3%
76,971
-546
3
$12.5M 7.17%
33,213
+1,986
4
$12.3M 7.02%
43,800
+1,730
5
$10.7M 6.11%
74,451
+2,912
6
$8.95M 5.12%
173,430
+1,251
7
$8.7M 4.97%
192,190
+6,070
8
$6.83M 3.91%
38,799
+665
9
$5.43M 3.11%
11,340
+465
10
$5.36M 3.07%
49,200
-15,080
11
$4.89M 2.8%
60,236
+834
12
$4.57M 2.61%
20,087
+71
13
$4.48M 2.56%
16,399
+380
14
$4.12M 2.36%
20,919
+437
15
$4.07M 2.33%
26,556
+662
16
$3.92M 2.24%
97,721
+1,536
17
$3.52M 2.01%
19,838
+681
18
$3.34M 1.91%
28,406
+880
19
$2.55M 1.46%
22,667
+1,670
20
$2.23M 1.28%
9,942
+531
21
$2.2M 1.26%
47,792
+2,574
22
$2.17M 1.24%
20,070
-370
23
$2.04M 1.17%
18,660
-20,360
24
$2.02M 1.15%
7,853
+1,124
25
$1.8M 1.03%
64,247
-5,697
1
2 3 4