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CWA

Clarity Wealth Advisors Portfolio holdings

AUM $486M
1-Year Est. Return 21.49%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.49%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$486M
AUM Growth
-$4.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$3.07M
2
+$1.78M
3
+$1.68M
4
DIA icon
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
+$1.26M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.15M

Top Sells

1
+$518K
2
+$374K
3
+$344K
4
WDAY icon
Workday
WDAY
+$331K
5
IXJ icon
iShares Global Healthcare ETF
IXJ
+$251K

Sector Composition

1 Technology 12.3%
2 Financials 7.66%
3 Communication Services 7.24%
4 Healthcare 3.96%
5 Consumer Staples 2.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ORCL icon
51
Oracle
ORCL
$531B
$786K 0.16%
5,345
+977
ANET icon
52
Arista Networks
ANET
$213B
$734K 0.15%
5,978
+320
CAT icon
53
Caterpillar
CAT
$456B
$704K 0.14%
994
-58
IWF icon
54
iShares Russell 1000 Growth ETF
IWF
$127B
$678K 0.14%
6,356
CVX icon
55
Chevron
CVX
$346B
$669K 0.14%
3,232
-853
MA icon
56
Mastercard
MA
$434B
$666K 0.14%
1,332
-51
VUG icon
57
Vanguard Growth ETF
VUG
$225B
$643K 0.13%
8,826
-1,008
AMAT icon
58
Applied Materials
AMAT
$502B
$612K 0.13%
1,790
CDNS icon
59
Cadence Design Systems
CDNS
$108B
$603K 0.12%
2,169
AMD icon
60
Advanced Micro Devices
AMD
$876B
$590K 0.12%
2,898
-3
FICO icon
61
Fair Isaac
FICO
$25.3B
$549K 0.11%
514
+92
BALI icon
62
iShares U.S. Large Cap Premium Income Active ETF
BALI
$1.22B
$524K 0.11%
+17,000
SMCI icon
63
Super Micro Computer
SMCI
$19.6B
$503K 0.1%
+22,110
IJR icon
64
iShares Core S&P Small-Cap ETF
IJR
$107B
$492K 0.1%
3,960
+94
DIS icon
65
Walt Disney
DIS
$178B
$488K 0.1%
5,064
-578
CRWD icon
66
CrowdStrike
CRWD
$173B
$469K 0.1%
1,201
+2
SCHB icon
67
Schwab US Broad Market ETF
SCHB
$43B
$466K 0.1%
18,556
-887
SDY icon
68
State Street SPDR S&P Dividend ETF
SDY
$21.3B
$452K 0.09%
3,098
-24
HON icon
69
Honeywell
HON
$145B
$443K 0.09%
1,961
-238
SHOP icon
70
Shopify
SHOP
$141B
$419K 0.09%
3,535
+63
VYM icon
71
Vanguard High Dividend Yield ETF
VYM
$78.6B
$419K 0.09%
2,826
-22
VWO icon
72
Vanguard FTSE Emerging Markets ETF
VWO
$124B
$418K 0.09%
7,737
+369
HD icon
73
Home Depot
HD
$336B
$415K 0.09%
1,263
-27
CVNA icon
74
Carvana
CVNA
$48.3B
$414K 0.09%
6,590
-90
IEMG icon
75
iShares Core MSCI Emerging Markets ETF
IEMG
$166B
$376K 0.08%
5,389
+96
1 2
3
4 5