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
$405M
AUM Growth
+$44.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
100
New
Increased
Reduced
Closed

Top Buys

1
+$1.97M
2
+$1.12M
3
+$896K
4
VYMI icon
Vanguard International High Dividend Yield ETF
VYMI
+$891K
5
TSLA icon
Tesla
TSLA
+$834K

Top Sells

1
+$295K
2
+$281K
3
+$271K
4
IBB icon
iShares Biotechnology ETF
IBB
+$255K
5
IXJ icon
iShares Global Healthcare ETF
IXJ
+$189K

Sector Composition

1 Technology 13.6%
2 Financials 8.84%
3 Communication Services 7.35%
4 Consumer Staples 2.87%
5 Consumer Discretionary 2.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FICO icon
51
Fair Isaac
FICO
$39.8B
$771K 0.19%
422
DIS icon
52
Walt Disney
DIS
$202B
$729K 0.18%
5,882
+102
IWF icon
53
iShares Russell 1000 Growth ETF
IWF
$127B
$678K 0.17%
1,596
-20
CDNS icon
54
Cadence Design Systems
CDNS
$92.2B
$668K 0.16%
+2,169
CRWD icon
55
CrowdStrike
CRWD
$136B
$611K 0.15%
1,199
+2
CVX icon
56
Chevron
CVX
$318B
$597K 0.15%
4,170
+69
ANET icon
57
Arista Networks
ANET
$198B
$589K 0.15%
5,758
+350
IBM icon
58
IBM
IBM
$287B
$571K 0.14%
1,937
-164
PYPL icon
59
PayPal
PYPL
$64.8B
$556K 0.14%
7,484
-205
HON icon
60
Honeywell
HON
$128B
$539K 0.13%
2,313
-5
CRM icon
61
Salesforce
CRM
$248B
$524K 0.13%
1,920
+160
SCHB icon
62
Schwab US Broad Market ETF
SCHB
$38.1B
$522K 0.13%
21,916
-1,286
INTC icon
63
Intel
INTC
$191B
$502K 0.12%
22,395
+6,202
SHOP icon
64
Shopify
SHOP
$226B
$500K 0.12%
4,335
ADSK icon
65
Autodesk
ADSK
$64.2B
$475K 0.12%
1,535
+35
CVNA icon
66
Carvana
CVNA
$43.4B
$469K 0.12%
1,391
PANW icon
67
Palo Alto Networks
PANW
$149B
$465K 0.11%
2,273
-29
QCOM icon
68
Qualcomm
QCOM
$195B
$425K 0.1%
2,666
-31
SDY icon
69
State Street SPDR S&P Dividend ETF
SDY
$19.9B
$423K 0.1%
3,113
+4
WDAY icon
70
Workday
WDAY
$64.1B
$420K 0.1%
1,748
-25
CAT icon
71
Caterpillar
CAT
$270B
$419K 0.1%
1,078
-5
HD icon
72
Home Depot
HD
$378B
$414K 0.1%
1,130
-138
PG icon
73
Procter & Gamble
PG
$351B
$394K 0.1%
2,474
-385
AMD icon
74
Advanced Micro Devices
AMD
$416B
$392K 0.1%
2,765
+146
VYM icon
75
Vanguard High Dividend Yield ETF
VYM
$65.1B
$380K 0.09%
2,848
1 2
3
4