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
$490M
AUM Growth
+$36.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$3.79M
2
+$2.03M
3
+$1.64M
4
FBND icon
Fidelity Total Bond ETF
FBND
+$1.62M
5
JCPB icon
JPMorgan Core Plus Bond ETF
JCPB
+$1.56M

Top Sells

1
+$418K
2
+$408K
3
+$306K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$239K
5
VRNT
Verint Systems
VRNT
+$239K

Sector Composition

1 Technology 13.45%
2 Financials 8.2%
3 Communication Services 8.1%
4 Healthcare 3.68%
5 Consumer Discretionary 2.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MA icon
51
Mastercard
MA
$438B
$790K 0.16%
1,383
-7
PEG icon
52
Public Service Enterprise Group
PEG
$41.3B
$787K 0.16%
9,796
+76
IWF icon
53
iShares Russell 1000 Growth ETF
IWF
$113B
$752K 0.15%
1,589
ANET icon
54
Arista Networks
ANET
$171B
$741K 0.15%
5,658
INTC icon
55
Intel
INTC
$231B
$732K 0.15%
19,831
+1,000
FICO icon
56
Fair Isaac
FICO
$26.4B
$713K 0.15%
422
CDNS icon
57
Cadence Design Systems
CDNS
$79.3B
$678K 0.14%
2,169
DIS icon
58
Walt Disney
DIS
$176B
$642K 0.13%
5,642
-100
CVX icon
59
Chevron
CVX
$399B
$623K 0.13%
4,085
-32
AMD icon
60
Advanced Micro Devices
AMD
$335B
$621K 0.13%
2,901
+259
CAT icon
61
Caterpillar
CAT
$320B
$603K 0.12%
1,052
CVNA icon
62
Carvana
CVNA
$42B
$564K 0.12%
1,336
CRWD icon
63
CrowdStrike
CRWD
$109B
$562K 0.11%
1,199
SHOP icon
64
Shopify
SHOP
$160B
$559K 0.11%
3,472
SCHB icon
65
Schwab US Broad Market ETF
SCHB
$37.2B
$510K 0.1%
19,443
-2,325
CRM icon
66
Salesforce
CRM
$180B
$485K 0.1%
1,831
-73
IBM icon
67
IBM
IBM
$235B
$475K 0.1%
1,605
-132
IJR icon
68
iShares Core S&P Small-Cap ETF
IJR
$90.9B
$465K 0.09%
3,866
+804
AMAT icon
69
Applied Materials
AMAT
$283B
$460K 0.09%
1,790
ADSK icon
70
Autodesk
ADSK
$52.3B
$451K 0.09%
1,525
HD icon
71
Home Depot
HD
$327B
$444K 0.09%
1,290
+165
QCOM icon
72
Qualcomm
QCOM
$140B
$443K 0.09%
2,592
-75
SDY icon
73
State Street SPDR S&P Dividend ETF
SDY
$20.6B
$434K 0.09%
3,122
+5
HON icon
74
Honeywell
HON
$146B
$429K 0.09%
2,199
-45
PANW icon
75
Palo Alto Networks
PANW
$138B
$415K 0.08%
2,253
-22
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3
4 5