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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
+3.39%
1 Year Est. Return
+27.85%
3 Year Est. Return
+85.08%
5 Year Est. Return
+97.47%
10 Year Est. Return
–
AUM
$367M
AUM Growth
+$22.7M
Cap. Flow
+$13.6M
Cap. Flow %
3.7%
Top 10 Hldgs %
53.12%
Holding
96
New
2
Increased
42
Reduced
38
Closed
2

Top Buys

Rank Stock Value
1
DIA icon
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
+$1.42M
2
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$1.26M
3
JCPB icon
JPMorgan Core Plus Bond ETF
JCPB
+$1.17M
4
FBND icon
Fidelity Total Bond ETF
FBND
+$1.09M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$1.02M

Top Sells

Rank Stock Value
1
VCR icon
Vanguard Consumer Discretionary ETF
VCR
+$586K
2
IXJ icon
iShares Global Healthcare ETF
IXJ
+$362K
3
SNOW icon
Snowflake
SNOW
+$303K
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$196K
5
IBB icon
iShares Biotechnology ETF
IBB
+$184K

Sector Composition

Rank Sector Weight
1 Technology 15.2%
2 Financials 8.33%
3 Communication Services 7.05%
4 Consumer Staples 3.08%
5 Healthcare 2.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VWO icon
76
Vanguard FTSE Emerging Markets ETF
VWO
$123B
$292K 0.08%
6,621
+185
+3% +$8.6K
AMAT icon
77
Applied Materials
AMAT
$421B
$291K 0.08%
1,790
– –
CVNA icon
78
Carvana
CVNA
$75.5B
$283K 0.08%
6,955
– –
UNH icon
79
UnitedHealth
UNH
$366B
$281K 0.08%
556
-25
-4% -$14.2K
SCHX icon
80
Schwab US Large- Cap ETF
SCHX
$73.9B
$280K 0.08%
12,087
-3,330
-22% -$77.6K
VEA icon
81
Vanguard FTSE Developed Markets ETF
VEA
$234B
$275K 0.08%
5,751
-965
-14% -$48.5K
IEMG icon
82
iShares Core MSCI Emerging Markets ETF
IEMG
$155B
$267K 0.07%
5,103
-403
-7% -$22.3K
VOOG icon
83
Vanguard S&P 500 Growth ETF
VOOG
$27B
$264K 0.07%
4,326
+42
+1% +$2.52K
NTNX icon
84
Nutanix
NTNX
$16.3B
$258K 0.07%
4,221
-500
-11% -$32.7K
VTV icon
85
Vanguard Morningstar Value ETF
VTV
$190B
$255K 0.07%
1,504
+149
+11% +$26.1K
BAC icon
86
Bank of America
BAC
$439B
$243K 0.07%
5,537
+7
+0.1% +$308
AMD icon
87
Advanced Micro Devices
AMD
$806B
$243K 0.07%
2,009
-84
-4% -$12.1K
LLY icon
88
Eli Lilly
LLY
$1.05T
$241K 0.07%
312
-51
-14% -$42.2K
IXN icon
89
iShares Global Tech ETF
IXN
$8.76B
$238K 0.06%
2,807
-40
-1% -$3.36K
TGT icon
90
Target
TGT
$66.6B
$236K 0.06%
1,743
-171
-9% -$24.5K
PINS icon
91
Pinterest
PINS
$13.1B
$234K 0.06%
8,060
-525
-6% -$16.5K
VV icon
92
Vanguard Morningstar Large-Cap ETF
VV
$54B
$219K 0.06%
811
– –
MCD icon
93
McDonald's
MCD
$195B
$211K 0.06%
728
-15
-2% -$4.47K
BXMX
94
DELISTED
Nuveen S&P 500 Buy-Write Income Fund
BXMX
$186K 0.05%
13,300
– –
SNOW icon
95
Snowflake
SNOW
$111B
– –
-2,640
Closed -$303K
ME
96
DELISTED
23andMe Holding Co
ME
– –
-625
Closed -$4.34K
1 2 3
4

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KJWM
Kiley Juergens Wealth Management Olympia, Washington $567M AUM 27.42% 1-Year Est. Return
PAM
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SAM
Satovsky Asset Management New York $566M AUM 15.8% 1-Year Est. Return
BRIM
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PEP
Providence Equity Partners Providence, Rhode Island $565M AUM 37.52% 1-Year Est. Return
NWA
New World Advisors Hingham, Massachusetts $569M AUM 29.42% 1-Year Est. Return
LC
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PSH
Pershing Square Holdings New York $569M AUM 14.61% 1-Year Est. Return

Clarity Wealth Advisors's Q4 2024 Portfolio in Review

As of Q4 2024, Clarity Wealth Advisors held 96 positions worth $367M, up 6.6% from $344M the previous quarter. Its ten largest holdings account for 53% of the portfolio.

Clarity Wealth Advisors deployed $13.6M of net new capital in Q4 2024, opening 2 new positions and adding to 42 existing holdings. Its largest new stake was Public Service Enterprise Group: 9,506 shares worth $803K.

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

On the sell side, the largest reduction was Vanguard Consumer Discretionary ETF, an estimated $586K trimmed.

  • Clarity Wealth Advisors's largest Q4 2024 buy was Public Service Enterprise Group: 9,506 shares worth $803K.
  • Clarity Wealth Advisors added most to State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2024, an estimated $1.42M increase.
  • Clarity Wealth Advisors's biggest Q4 2024 reduction was Vanguard Consumer Discretionary ETF, cutting an estimated $586K.
  • Clarity Wealth Advisors fully exited Snowflake in Q4 2024, selling an estimated $303K.
  • Clarity Wealth Advisors's ten largest holdings make up 53% of its $367M portfolio in Q4 2024.
  • Clarity Wealth Advisors opened 2 new positions and closed 2 in Q4 2024.
  • Clarity Wealth Advisors's portfolio value rose 6.6% quarter-over-quarter to $367M.

Based on Clarity Wealth Advisors's 13F filing for Q4 2024, filed 28 Jan 2025.