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CWA

Clarity Wealth Advisors Portfolio holdings

AUM $567M
1-Year Est. Return 27.85%
This Fund
S&P 500
This Quarter Est. Return
+3.39%
1 Year Est. Return
+27.85%
3 Year Est. Return
+85.08%
5 Year Est. Return
+97.47%
10 Year Est. Return
–
AUM
$367M
AUM Growth
+$22.7M
Cap. Flow
+$13.6M
Cap. Flow %
3.7%
Top 10 Hldgs %
53.12%
Holding
96
New
2
Increased
42
Reduced
38
Closed
2

Top Buys

Rank Stock Value
1
DIA icon
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
+$1.42M
2
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$1.26M
3
JCPB icon
JPMorgan Core Plus Bond ETF
JCPB
+$1.17M
4
FBND icon
Fidelity Total Bond ETF
FBND
+$1.09M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$1.02M

Top Sells

Rank Stock Value
1
VCR icon
Vanguard Consumer Discretionary ETF
VCR
+$586K
2
IXJ icon
iShares Global Healthcare ETF
IXJ
+$362K
3
SNOW icon
Snowflake
SNOW
+$303K
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$196K
5
IBB icon
iShares Biotechnology ETF
IBB
+$184K

Sector Composition

Rank Sector Weight
1 Technology 15.2%
2 Financials 8.33%
3 Communication Services 7.05%
4 Consumer Staples 3.08%
5 Healthcare 2.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PYPL icon
51
PayPal
PYPL
$49.6B
$640K 0.17%
7,499
-150
-2% -$12.6K
CVX icon
52
Chevron
CVX
$371B
$586K 0.16%
4,044
+1
+0% +$153
ANET icon
53
Arista Networks
ANET
$248B
$576K 0.16%
5,208
– –
CRM icon
54
Salesforce
CRM
$158B
$575K 0.16%
1,720
-18
-1% -$5.75K
PG icon
55
Procter & Gamble
PG
$342B
$569K 0.16%
3,396
-5
-0.1% -$852
SHOP icon
56
Shopify
SHOP
$187B
$567K 0.15%
5,335
– –
VUG icon
57
Vanguard Morningstar Growth ETF
VUG
$230B
$550K 0.15%
8,040
+456
+6% +$30.6K
SCHB icon
58
Schwab US Broad Market ETF
SCHB
$44.6B
$527K 0.14%
23,199
-945
-4% -$21.6K
HON icon
59
Honeywell
HON
$78.6B
$524K 0.14%
2,459
– –
HD icon
60
Home Depot
HD
$352B
$504K 0.14%
1,296
-88
-6% -$36K
SNPS icon
61
Synopsys
SNPS
$76.7B
$497K 0.14%
1,024
+2
+0.2% +$1.04K
WDAY icon
62
Workday
WDAY
$42.1B
$462K 0.13%
1,791
-24
-1% -$6.13K
ADSK icon
63
Autodesk
ADSK
$50.7B
$443K 0.12%
1,500
– –
PANW icon
64
Palo Alto Networks
PANW
$296B
$426K 0.12%
2,340
-2
-0.1% -$378
IBM icon
65
IBM
IBM
$222B
$418K 0.11%
1,901
– –
SDY icon
66
State Street SPDR S&P Dividend ETF
SDY
$23.8B
$417K 0.11%
3,155
+641
+25% +$89.5K
QCOM icon
67
Qualcomm
QCOM
$165B
$411K 0.11%
2,676
-19
-0.7% -$3.11K
PLTR icon
68
Palantir
PLTR
$380B
$380K 0.1%
+5,020
New +$292K
VYM icon
69
Vanguard High Dividend Yield ETF
VYM
$82.5B
$368K 0.1%
2,888
-5
-0.2% -$652
IJR icon
70
iShares Core S&P Small-Cap ETF
IJR
$112B
$353K 0.1%
3,060
-190
-6% -$22.7K
DUOL icon
71
Duolingo
DUOL
$6.3B
$324K 0.09%
1,000
-530
-35% -$169K
VRNT
72
DELISTED
Verint Systems
VRNT
$324K 0.09%
11,805
– –
CRWD icon
73
CrowdStrike
CRWD
$214B
$324K 0.09%
3,784
-4
-0.1% -$333
IYY icon
74
iShares Dow Jones US ETF
IYY
$3.05B
$315K 0.09%
2,199
-111
-5% -$16K
INTC icon
75
Intel
INTC
$510B
$307K 0.08%
15,317
-5,005
-25% -$113K
1 2
3
4

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KJWM
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PAM
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SAM
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BRIM
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PEP
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NWA
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LC
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PSH
Pershing Square Holdings New York $569M AUM 14.61% 1-Year Est. Return

Clarity Wealth Advisors's Q4 2024 Portfolio in Review

As of Q4 2024, Clarity Wealth Advisors held 96 positions worth $367M, up 6.6% from $344M the previous quarter. Its ten largest holdings account for 53% of the portfolio.

Clarity Wealth Advisors deployed $13.6M of net new capital in Q4 2024, opening 2 new positions and adding to 42 existing holdings. Its largest new stake was Public Service Enterprise Group: 9,506 shares worth $803K.

By sector, the portfolio is most concentrated in Technology at 15% of assets, up from 15% a quarter earlier, followed by Financials and Communication Services.

On the sell side, the largest reduction was Vanguard Consumer Discretionary ETF, an estimated $586K trimmed.

  • Clarity Wealth Advisors's largest Q4 2024 buy was Public Service Enterprise Group: 9,506 shares worth $803K.
  • Clarity Wealth Advisors added most to State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2024, an estimated $1.42M increase.
  • Clarity Wealth Advisors's biggest Q4 2024 reduction was Vanguard Consumer Discretionary ETF, cutting an estimated $586K.
  • Clarity Wealth Advisors fully exited Snowflake in Q4 2024, selling an estimated $303K.
  • Clarity Wealth Advisors's ten largest holdings make up 53% of its $367M portfolio in Q4 2024.
  • Clarity Wealth Advisors opened 2 new positions and closed 2 in Q4 2024.
  • Clarity Wealth Advisors's portfolio value rose 6.6% quarter-over-quarter to $367M.

Based on Clarity Wealth Advisors's 13F filing for Q4 2024, filed 28 Jan 2025.