CWA

Clarity Wealth Advisors Portfolio holdings

AUM $405M
This Quarter Return
+0.23%
1 Year Return
+16.61%
3 Year Return
+78.71%
5 Year Return
+124.58%
10 Year Return
–
AUM
$203M
AUM Growth
+$203M
Cap. Flow
+$11.5M
Cap. Flow %
5.64%
Top 10 Hldgs %
57.12%
Holding
65
New
7
Increased
31
Reduced
18
Closed
1

Top Buys

1
GOOG icon
Alphabet (Google) Class C
GOOG
$1.4M
2
SPY icon
SPDR S&P 500 ETF Trust
SPY
$948K
3
NTNX icon
Nutanix
NTNX
$932K
4
NVDA icon
NVIDIA
NVDA
$888K
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
$780K

Top Sells

1
AAPL icon
Apple
AAPL
$289K
2
QCOM icon
Qualcomm
QCOM
$215K
3
BND icon
Vanguard Total Bond Market
BND
$167K
4
AMZN icon
Amazon
AMZN
$55.8K
5
PG icon
Procter & Gamble
PG
$48.2K

Sector Composition

1 Technology 12.34%
2 Communication Services 9.53%
3 Financials 7.89%
4 Healthcare 3.19%
5 Consumer Staples 2.88%
Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
AMAT icon
51
Applied Materials
AMAT
$126B
$359K 0.18%
2,790
– –
JPST icon
52
JPMorgan Ultra-Short Income ETF
JPST
$33B
$327K 0.16%
6,455
– –
SDY icon
53
SPDR S&P Dividend ETF
SDY
$20.5B
$318K 0.16%
+2,707
New +$318K
CRM icon
54
Salesforce
CRM
$242B
$305K 0.15%
1,128
+11
+1% +$2.97K
ORCL icon
55
Oracle
ORCL
$633B
$301K 0.15%
3,458
-30
-0.9% -$2.61K
TGT icon
56
Target
TGT
$42B
$293K 0.14%
1,283
+18
+1% +$4.11K
BAC icon
57
Bank of America
BAC
$373B
$267K 0.13%
6,312
-45
-0.7% -$1.9K
VEA icon
58
Vanguard FTSE Developed Markets ETF
VEA
$169B
$250K 0.12%
+4,955
New +$250K
SCHX icon
59
Schwab US Large- Cap ETF
SCHX
$58.5B
$246K 0.12%
2,372
-283
-11% -$29.4K
VEEV icon
60
Veeva Systems
VEEV
$44.1B
$243K 0.12%
+846
New +$243K
BA icon
61
Boeing
BA
$179B
$242K 0.12%
1,101
-10
-0.9% -$2.2K
IYY icon
62
iShares Dow Jones US ETF
IYY
$2.57B
$239K 0.12%
2,221
– –
ICSH icon
63
iShares Ultra Short Duration Bond Active ETF
ICSH
$6.18B
$225K 0.11%
4,465
– –
AMGN icon
64
Amgen
AMGN
$154B
$207K 0.1%
974
-11
-1% -$2.34K
QCOM icon
65
Qualcomm
QCOM
$171B
– –
-1,505
Closed -$215K
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