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
1
$20.4M 10.39%
123,564
-3,134
2
$16.4M 8.37%
80,427
+1,939
3
$15.3M 7.81%
37,409
+1,784
4
$14.8M 7.55%
46,130
+223
5
$12.2M 6.2%
78,914
+1,546
6
$10.1M 5.16%
202,365
+5,565
7
$9.14M 4.66%
165,466
+3,195
8
$7.54M 3.84%
39,767
+716
9
$5.51M 2.81%
11,098
+145
10
$5.28M 2.69%
17,112
+276
11
$5.24M 2.67%
50,540
+809
12
$5.16M 2.63%
61,873
+861
13
$5.05M 2.58%
20,015
+273
14
$4.63M 2.36%
20,542
+323
15
$4.34M 2.21%
27,249
+617
16
$3.75M 1.91%
29,047
+268
17
$3.59M 1.83%
91,041
+5,037
18
$3.45M 1.76%
26,478
+1,149
19
$3.27M 1.67%
21,110
+721
20
$2.95M 1.51%
8,880
+2,444
21
$2.58M 1.31%
54,917
+4,290
22
$2.46M 1.25%
11,615
+439
23
$2.26M 1.15%
7,823
+208
24
$1.96M 1%
18,862
+205
25
$1.95M 0.99%
9,386
+59
1
2 3