CWA

Clarity Wealth Advisors Portfolio holdings

AUM $490M
1-Year Est. Return 21.55%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$490M
AUM Growth
+$36.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$3.91M
2
+$2.05M
3
+$1.64M
4
FBND icon
Fidelity Total Bond ETF
FBND
+$1.61M
5
JCPB icon
JPMorgan Core Plus Bond ETF
JCPB
+$1.55M

Top Sells

1
+$411K
2
+$410K
3
+$315K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$262K
5
VRNT
Verint Systems
VRNT
+$239K

Sector Composition

1 Technology 13.45%
2 Financials 8.2%
3 Communication Services 8.1%
4 Healthcare 3.68%
5 Consumer Discretionary 2.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VYM icon
76
Vanguard High Dividend Yield ETF
VYM
$72.1B
$409K 0.08%
2,848
VWO icon
77
Vanguard FTSE Emerging Markets ETF
VWO
$111B
$396K 0.08%
7,368
+881
IEMG icon
78
iShares Core MSCI Emerging Markets ETF
IEMG
$138B
$356K 0.07%
5,293
DLN icon
79
WisdomTree US LargeCap Dividend Fund
DLN
$5.75B
$356K 0.07%
+4,039
IYY icon
80
iShares Dow Jones US ETF
IYY
$2.77B
$351K 0.07%
2,119
BAC icon
81
Bank of America
BAC
$384B
$351K 0.07%
6,382
-284
SCHM icon
82
Schwab US Mid-Cap ETF
SCHM
$12.9B
$341K 0.07%
+11,348
LLY icon
83
Eli Lilly
LLY
$928B
$336K 0.07%
312
+6
WDAY icon
84
Workday
WDAY
$46.2B
$331K 0.07%
1,542
-97
PRF icon
85
Invesco FTSE RAFI US 1000 ETF
PRF
$8.9B
$328K 0.07%
+6,984
PG icon
86
Procter & Gamble
PG
$353B
$312K 0.06%
2,174
-112
AXP icon
87
American Express
AXP
$242B
$298K 0.06%
+805
RIVN icon
88
Rivian
RIVN
$18.1B
$297K 0.06%
15,069
+100
PYPL icon
89
PayPal
PYPL
$49.3B
$296K 0.06%
5,064
-2,420
IXN icon
90
iShares Global Tech ETF
IXN
$6.53B
$289K 0.06%
2,749
-58
VOOG icon
91
Vanguard S&P 500 Growth ETF
VOOG
$22.1B
$281K 0.06%
632
-34
VEA icon
92
Vanguard FTSE Developed Markets ETF
VEA
$205B
$276K 0.06%
4,414
+131
MCD icon
93
McDonald's
MCD
$224B
$270K 0.06%
883
+108
SCHF icon
94
Schwab International Equity ETF
SCHF
$58.5B
$254K 0.05%
10,558
-837
ITOT icon
95
iShares Core S&P Total US Stock Market ETF
ITOT
$82.5B
$240K 0.05%
+1,617
SNOW icon
96
Snowflake
SNOW
$65.9B
$235K 0.05%
1,070
GE icon
97
GE Aerospace
GE
$322B
$232K 0.05%
+752
WMT icon
98
Walmart Inc
WMT
$950B
$226K 0.05%
+2,026
SCHG icon
99
Schwab US Large-Cap Growth ETF
SCHG
$52.4B
$225K 0.05%
+6,896
NTNX icon
100
Nutanix
NTNX
$10.6B
$218K 0.04%
4,221
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4
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