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CWA

Clarity Wealth Advisors Portfolio holdings

AUM $486M
1-Year Est. Return 21.49%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.49%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$486M
AUM Growth
-$4.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$3.07M
2
+$1.78M
3
+$1.68M
4
DIA icon
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
+$1.26M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.15M

Top Sells

1
+$518K
2
+$374K
3
+$344K
4
WDAY icon
Workday
WDAY
+$331K
5
IXJ icon
iShares Global Healthcare ETF
IXJ
+$251K

Sector Composition

1 Technology 12.3%
2 Financials 7.66%
3 Communication Services 7.24%
4 Healthcare 3.96%
5 Consumer Staples 2.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IBM icon
76
IBM
IBM
$232B
$366K 0.08%
1,510
-95
ADSK icon
77
Autodesk
ADSK
$40.9B
$365K 0.08%
1,525
PANW icon
78
Palo Alto Networks
PANW
$231B
$364K 0.07%
2,270
+17
SCHM icon
79
Schwab US Mid-Cap ETF
SCHM
$14.9B
$351K 0.07%
11,348
CRM icon
80
Salesforce
CRM
$124B
$335K 0.07%
1,796
-35
GPIX icon
81
Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF
GPIX
$4.38B
$328K 0.07%
+6,550
QCOM icon
82
Qualcomm
QCOM
$235B
$323K 0.07%
2,506
-86
PRF icon
83
Invesco FTSE RAFI US 1000 ETF
PRF
$9.66B
$320K 0.07%
6,734
-250
BAC icon
84
Bank of America
BAC
$402B
$316K 0.07%
6,474
+92
DLN icon
85
WisdomTree US LargeCap Dividend Fund
DLN
$6.25B
$315K 0.06%
3,523
-516
IYY icon
86
iShares Dow Jones US ETF
IYY
$2.97B
$304K 0.06%
1,917
-202
PG icon
87
Procter & Gamble
PG
$353B
$294K 0.06%
2,036
-138
VEA icon
88
Vanguard FTSE Developed Markets ETF
VEA
$233B
$294K 0.06%
4,581
+167
LLY icon
89
Eli Lilly
LLY
$974B
$287K 0.06%
312
SCHF icon
90
Schwab International Equity ETF
SCHF
$67.5B
$264K 0.05%
10,662
+104
MCD icon
91
McDonald's
MCD
$201B
$263K 0.05%
847
-36
VOOG icon
92
Vanguard S&P 500 Growth ETF
VOOG
$26B
$258K 0.05%
3,798
+6
IXN icon
93
iShares Global Tech ETF
IXN
$9.53B
$256K 0.05%
2,557
-192
RIVN icon
94
Rivian
RIVN
$22B
$252K 0.05%
16,769
+1,700
WMT icon
95
Walmart Inc
WMT
$935B
$246K 0.05%
1,979
-47
AXP icon
96
American Express
AXP
$233B
$238K 0.05%
787
-18
GPIQ icon
97
Goldman Sachs ETF Trust Goldman Sachs Nasdaq-100 Premium Income ETF
GPIQ
$4.72B
$238K 0.05%
+4,800
CRWV
98
CoreWeave Inc
CRWV
$65.1B
$232K 0.05%
3,000
PYPL icon
99
PayPal
PYPL
$37.5B
$226K 0.05%
4,995
-69
IWD icon
100
iShares Russell 1000 Value ETF
IWD
$76.9B
$220K 0.05%
1,028
1 2 3
4
5