CWA
Clarity Wealth Advisors Portfolio holdings
AUM
$405M
1-Year Return
16.61%
This Quarter Return
+10.86%
1 Year Return
+16.61%
3 Year Return
+78.71%
5 Year Return
+124.58%
10 Year Return
–
AUM
$119M
AUM Growth
–
Cap. Flow
+$119M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
56.67%
Holding
64
New
64
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard Total Stock Market ETF
VTI
|
+$11.8M |
| 2 |
Apple
AAPL
|
+$8.82M |
| 3 |
Invesco QQQ Trust
QQQ
|
+$8.62M |
| 4 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$6.94M |
| 5 |
Invesco S&P 500 Equal Weight ETF
RSP
|
+$6.58M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 12.73% |
| 2 | Communication Services | 9.65% |
| 3 | Financials | 8.36% |
| 4 | Healthcare | 3.68% |
| 5 | Consumer Staples | 3.54% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
Schwab US Large- Cap ETF
SCHX
$60.3B
| $284K | 0.24% |
+22,200
| New | +$284K |
|
52
JPMorgan Ultra-Short Income ETF
JPST
$33.5B
| $277K | 0.23% |
+5,504
| New | +$277K |
|
53
Texas Instruments
TXN
$166B
| $275K | 0.23% |
+2,149
| New | +$275K |
|
54
SPDR S&P 500 ETF Trust
SPY
$670B
| $274K | 0.23% |
+852
| New | +$274K |
|
55
Broadcom
AVGO
$1.7T
| $244K | 0.21% |
+7,740
| New | +$244K |
|
56
Tesla
TSLA
$1.28T
| $243K | 0.2% |
+8,715
| New | +$243K |
|
57
SPDR Dow Jones Industrial Average ETF Trust
DIA
$39.5B
| $241K | 0.2% |
+848
| New | +$241K |
|
58
Enphase Energy
ENPH
$4.92B
| $239K | 0.2% |
+9,171
| New | +$239K |
|
59
iShares Russell 2000 ETF
IWM
$66.9B
| $235K | 0.2% |
+1,421
| New | +$235K |
|
60
SPDR S&P Dividend ETF
SDY
$20.5B
| $225K | 0.19% |
+2,100
| New | +$225K |
|
61
iShares Dow Jones US ETF
IYY
$2.63B
| $224K | 0.19% |
+2,812
| New | +$224K |
|
62
Oracle
ORCL
$830B
| $222K | 0.19% |
+4,209
| New | +$222K |
|
63
iShares Core MSCI Total International Stock ETF
IXUS
$49B
| $212K | 0.18% |
+3,434
| New | +$212K |
|
64
Target
TGT
$40.9B
| $203K | 0.17% |
+1,585
| New | +$203K |
|