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
IJR icon
76
iShares Core S&P Small-Cap ETF
IJR
$84.9B
$338K 0.08%
3,090
+30
VEA icon
77
Vanguard FTSE Developed Markets ETF
VEA
$179B
$334K 0.08%
5,851
+100
AMAT icon
78
Applied Materials
AMAT
$186B
$328K 0.08%
1,790
NTNX icon
79
Nutanix
NTNX
$19.3B
$323K 0.08%
4,221
IYY icon
80
iShares Dow Jones US ETF
IYY
$2.72B
$320K 0.08%
2,119
-80
BAC icon
81
Bank of America
BAC
$392B
$315K 0.08%
6,665
-836
VWO icon
82
Vanguard FTSE Emerging Markets ETF
VWO
$103B
$315K 0.08%
6,373
+85
IEMG icon
83
iShares Core MSCI Emerging Markets ETF
IEMG
$114B
$311K 0.08%
5,181
+111
SCHX icon
84
Schwab US Large- Cap ETF
SCHX
$62.3B
$289K 0.07%
11,835
PINS icon
85
Pinterest
PINS
$22.5B
$289K 0.07%
8,060
VOOG icon
86
Vanguard S&P 500 Growth ETF
VOOG
$21B
$286K 0.07%
722
IXN icon
87
iShares Global Tech ETF
IXN
$6.72B
$259K 0.06%
2,807
VTV icon
88
Vanguard Value ETF
VTV
$147B
$245K 0.06%
1,386
-11
LLY icon
89
Eli Lilly
LLY
$772B
$240K 0.06%
308
+31
SNOW icon
90
Snowflake
SNOW
$93.1B
$239K 0.06%
+1,070
VRNT icon
91
Verint Systems
VRNT
$1.23B
$232K 0.06%
11,805
VV icon
92
Vanguard Large-Cap ETF
VV
$47.3B
$231K 0.06%
811
MCD icon
93
McDonald's
MCD
$213B
$221K 0.05%
758
+28
UBER icon
94
Uber
UBER
$201B
$211K 0.05%
+2,263
RIVN icon
95
Rivian
RIVN
$16.5B
$201K 0.05%
14,594
+500
BR icon
96
Broadridge
BR
$25.7B
$200K 0.05%
+824
BXMX icon
97
Nuveen S&P 500 Buy-Write Income Fund
BXMX
$1.5B
$140K 0.03%
10,091
-2,081
CLOV icon
98
Clover Health Investments
CLOV
$1.81B
$27.9K 0.01%
+10,000
DUOL icon
99
Duolingo
DUOL
$12.4B
– –
-950
UNH icon
100
UnitedHealth
UNH
$309B
– –
-536
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4