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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
-3.11%
1 Year Est. Return
+27.85%
3 Year Est. Return
+85.08%
5 Year Est. Return
+97.47%
10 Year Est. Return
–
AUM
$361M
AUM Growth
-$6.25M
Cap. Flow
+$8.86M
Cap. Flow %
2.46%
Top 10 Hldgs %
52.72%
Holding
96
New
2
Increased
50
Reduced
29
Closed
1

Top Buys

Rank Stock Value
1
DIA icon
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
+$1.34M
2
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$1.18M
3
TSLA icon
Tesla
TSLA
+$717K
4
CGBL icon
Capital Group Core Balanced ETF
CGBL
+$699K
5
AAPL icon
Apple
AAPL
+$630K

Top Sells

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$845K
2
VCR icon
Vanguard Consumer Discretionary ETF
VCR
+$717K
3
IXJ icon
iShares Global Healthcare ETF
IXJ
+$414K
4
IBB icon
iShares Biotechnology ETF
IBB
+$275K
5
TGT icon
Target
TGT
+$236K

Sector Composition

Rank Sector Weight
1 Technology 13.62%
2 Financials 9.32%
3 Communication Services 6.36%
4 Healthcare 3.19%
5 Consumer Staples 3.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IWF icon
51
iShares Russell 1000 Growth ETF
IWF
$127B
$584K 0.16%
6,464
-296
-4% -$29.2K
DIS icon
52
Walt Disney
DIS
$182B
$570K 0.16%
5,780
-218
-4% -$23.4K
IBM icon
53
IBM
IBM
$220B
$522K 0.14%
2,101
+200
+11% +$48.9K
PYPL icon
54
PayPal
PYPL
$51.1B
$502K 0.14%
7,689
+190
+3% +$14.8K
SCHB icon
55
Schwab US Broad Market ETF
SCHB
$44.5B
$500K 0.14%
23,202
+3
+0% +$68
HON icon
56
Honeywell
HON
$76.3B
$491K 0.14%
2,459
– –
PG icon
57
Procter & Gamble
PG
$342B
$487K 0.14%
2,859
-537
-16% -$89.9K
CRM icon
58
Salesforce
CRM
$153B
$472K 0.13%
1,760
+40
+2% +$12.4K
HD icon
59
Home Depot
HD
$349B
$465K 0.13%
1,268
-28
-2% -$10.9K
SNPS icon
60
Synopsys
SNPS
$77.7B
$444K 0.12%
1,035
+11
+1% +$5.34K
CRWD icon
61
CrowdStrike
CRWD
$211B
$422K 0.12%
4,788
+1,004
+27% +$95.6K
SDY icon
62
State Street SPDR S&P Dividend ETF
SDY
$23.7B
$422K 0.12%
3,109
-46
-1% -$6.19K
ANET icon
63
Arista Networks
ANET
$242B
$419K 0.12%
5,408
+200
+4% +$20.3K
QCOM icon
64
Qualcomm
QCOM
$168B
$414K 0.11%
2,697
+21
+0.8% +$3.42K
WDAY icon
65
Workday
WDAY
$42B
$414K 0.11%
1,773
-18
-1% -$4.59K
SHOP icon
66
Shopify
SHOP
$191B
$414K 0.11%
4,335
-1,000
-19% -$109K
PANW icon
67
Palo Alto Networks
PANW
$293B
$393K 0.11%
2,302
-38
-2% -$7.03K
ADSK icon
68
Autodesk
ADSK
$51.2B
$393K 0.11%
1,500
– –
INTC icon
69
Intel
INTC
$503B
$368K 0.1%
16,193
+876
+6% +$19.2K
VYM icon
70
Vanguard High Dividend Yield ETF
VYM
$82.3B
$367K 0.1%
2,848
-40
-1% -$5.24K
PLTR icon
71
Palantir
PLTR
$375B
$365K 0.1%
4,320
-700
-14% -$61.5K
CAT icon
72
Caterpillar
CAT
$395B
$357K 0.1%
+1,083
New +$386K
IJR icon
73
iShares Core S&P Small-Cap ETF
IJR
$111B
$320K 0.09%
3,060
– –
BAC icon
74
Bank of America
BAC
$441B
$313K 0.09%
7,501
+1,964
+35% +$87.5K
IYY icon
75
iShares Dow Jones US ETF
IYY
$3.04B
$299K 0.08%
2,199
– –
1 2
3
4

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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
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Clarity Wealth Advisors's Q1 2025 Portfolio in Review

As of Q1 2025, Clarity Wealth Advisors held 96 positions worth $361M, down 1.7% from $367M the previous quarter. Its ten largest holdings account for 53% of the portfolio.

Trading was light in Q1 2025: portfolio turnover was 3.1%. Clarity Wealth Advisors opened 2 new positions and exited 1, leaving the 96-position portfolio largely intact.

By sector, the portfolio is most concentrated in Technology at 14% of assets, down from 15% a quarter earlier, followed by Financials and Communication Services.

  • Clarity Wealth Advisors's largest Q1 2025 buy was Caterpillar: 1,083 shares worth $357K.
  • Clarity Wealth Advisors added most to State Street SPDR Dow Jones Industrial Average ETF Trust in Q1 2025, an estimated $1.34M increase.
  • Clarity Wealth Advisors's biggest Q1 2025 reduction was NVIDIA, cutting an estimated $845K.
  • Clarity Wealth Advisors fully exited Target in Q1 2025, selling an estimated $236K.
  • Clarity Wealth Advisors's ten largest holdings make up 53% of its $361M portfolio in Q1 2025.
  • Clarity Wealth Advisors opened 2 new positions and closed 1 in Q1 2025.
  • Clarity Wealth Advisors's portfolio value fell 1.7% quarter-over-quarter to $361M.

Based on Clarity Wealth Advisors's 13F filing for Q1 2025, filed 30 Apr 2025.