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
$454M
AUM Growth
+$48.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$2.08M
2
+$1.46M
3
+$1.37M
4
JCPB icon
JPMorgan Core Plus Bond ETF
JCPB
+$1.32M
5
FBND icon
Fidelity Total Bond ETF
FBND
+$1.25M

Top Sells

1
+$1.16M
2
+$654K
3
+$534K
4
IBB icon
iShares Biotechnology ETF
IBB
+$376K
5
AAPL icon
Apple
AAPL
+$345K

Sector Composition

1 Technology 14.02%
2 Financials 8.42%
3 Communication Services 7.69%
4 Consumer Discretionary 2.91%
5 Healthcare 2.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IJR icon
76
iShares Core S&P Small-Cap ETF
IJR
$84.9B
$364K 0.08%
3,062
-28
VWO icon
77
Vanguard FTSE Emerging Markets ETF
VWO
$103B
$351K 0.08%
6,487
+114
PG icon
78
Procter & Gamble
PG
$351B
$351K 0.08%
2,286
-188
IEMG icon
79
iShares Core MSCI Emerging Markets ETF
IEMG
$114B
$349K 0.08%
5,293
+112
IYY icon
80
iShares Dow Jones US ETF
IYY
$2.72B
$344K 0.08%
2,119
BAC icon
81
Bank of America
BAC
$392B
$344K 0.08%
6,666
+1
NTNX icon
82
Nutanix
NTNX
$19.3B
$314K 0.07%
4,221
SCHX icon
83
Schwab US Large- Cap ETF
SCHX
$62.3B
$302K 0.07%
11,478
-357
VOOG icon
84
Vanguard S&P 500 Growth ETF
VOOG
$21B
$290K 0.06%
666
-56
IXN icon
85
iShares Global Tech ETF
IXN
$6.72B
$290K 0.06%
2,807
SCHF icon
86
Schwab International Equity ETF
SCHF
$52.6B
$265K 0.06%
+11,395
PINS icon
87
Pinterest
PINS
$22.5B
$259K 0.06%
8,060
VEA icon
88
Vanguard FTSE Developed Markets ETF
VEA
$179B
$257K 0.06%
4,283
-1,568
SNOW icon
89
Snowflake
SNOW
$93.1B
$241K 0.05%
1,070
VRNT icon
90
Verint Systems
VRNT
$1.23B
$239K 0.05%
11,805
MCD icon
91
McDonald's
MCD
$213B
$235K 0.05%
775
+17
LLY icon
92
Eli Lilly
LLY
$772B
$234K 0.05%
306
-2
BX icon
93
Blackstone
BX
$115B
$222K 0.05%
+1,299
VTV icon
94
Vanguard Value ETF
VTV
$147B
$220K 0.05%
1,182
-204
RIVN icon
95
Rivian
RIVN
$16.5B
$220K 0.05%
14,969
+375
IWD icon
96
iShares Russell 1000 Value ETF
IWD
$64.9B
$209K 0.05%
+1,028
VV icon
97
Vanguard Large-Cap ETF
VV
$47.3B
$207K 0.05%
673
-138
NIO icon
98
NIO
NIO
$17.9B
$87.6K 0.02%
+11,500
CLOV icon
99
Clover Health Investments
CLOV
$1.81B
$30.6K 0.01%
10,000
UBER icon
100
Uber
UBER
$201B
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