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
$454M
AUM Growth
+$48.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$2.08M
2
+$1.46M
3
+$1.37M
4
JCPB icon
JPMorgan Core Plus Bond ETF
JCPB
+$1.32M
5
FBND icon
Fidelity Total Bond ETF
FBND
+$1.25M

Top Sells

1
+$1.16M
2
+$654K
3
+$534K
4
IBB icon
iShares Biotechnology ETF
IBB
+$376K
5
AAPL icon
Apple
AAPL
+$345K

Sector Composition

1 Technology 14.02%
2 Financials 8.42%
3 Communication Services 7.69%
4 Consumer Discretionary 2.91%
5 Healthcare 2.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MA icon
51
Mastercard
MA
$496B
$791K 0.17%
1,390
-37
CDNS icon
52
Cadence Design Systems
CDNS
$92.2B
$762K 0.17%
2,169
IWF icon
53
iShares Russell 1000 Growth ETF
IWF
$127B
$744K 0.16%
1,589
-7
DIS icon
54
Walt Disney
DIS
$202B
$657K 0.14%
5,742
-140
CVX icon
55
Chevron
CVX
$318B
$639K 0.14%
4,117
-53
INTC icon
56
Intel
INTC
$191B
$632K 0.14%
18,831
-3,564
FICO icon
57
Fair Isaac
FICO
$39.8B
$632K 0.14%
422
CRWD icon
58
CrowdStrike
CRWD
$136B
$588K 0.13%
1,199
SCHB icon
59
Schwab US Broad Market ETF
SCHB
$38.1B
$560K 0.12%
21,768
-148
SHOP icon
60
Shopify
SHOP
$226B
$516K 0.11%
3,472
-863
CVNA icon
61
Carvana
CVNA
$43.4B
$504K 0.11%
1,336
-55
PYPL icon
62
PayPal
PYPL
$64.8B
$502K 0.11%
7,484
CAT icon
63
Caterpillar
CAT
$270B
$502K 0.11%
1,052
-26
IBM icon
64
IBM
IBM
$287B
$490K 0.11%
1,737
-200
ADSK icon
65
Autodesk
ADSK
$64.2B
$484K 0.11%
1,525
-10
HON icon
66
Honeywell
HON
$128B
$472K 0.1%
2,244
-69
PANW icon
67
Palo Alto Networks
PANW
$149B
$463K 0.1%
2,275
+2
HD icon
68
Home Depot
HD
$378B
$456K 0.1%
1,125
-5
CRM icon
69
Salesforce
CRM
$248B
$451K 0.1%
1,904
-16
QCOM icon
70
Qualcomm
QCOM
$195B
$444K 0.1%
2,667
+1
SDY icon
71
State Street SPDR S&P Dividend ETF
SDY
$19.9B
$437K 0.1%
3,117
+4
AMD icon
72
Advanced Micro Devices
AMD
$416B
$427K 0.09%
2,642
-123
VYM icon
73
Vanguard High Dividend Yield ETF
VYM
$65.1B
$401K 0.09%
2,848
WDAY icon
74
Workday
WDAY
$64.1B
$395K 0.09%
1,639
-109
AMAT icon
75
Applied Materials
AMAT
$186B
$366K 0.08%
1,790
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