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
$490M
AUM Growth
+$36.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$3.79M
2
+$2.03M
3
+$1.64M
4
FBND icon
Fidelity Total Bond ETF
FBND
+$1.62M
5
JCPB icon
JPMorgan Core Plus Bond ETF
JCPB
+$1.56M

Top Sells

1
+$418K
2
+$408K
3
+$306K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$239K
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
$76.8B
$409K 0.08%
2,848
VWO icon
77
Vanguard FTSE Emerging Markets ETF
VWO
$120B
$396K 0.08%
7,368
+881
IEMG icon
78
iShares Core MSCI Emerging Markets ETF
IEMG
$153B
$356K 0.07%
5,293
DLN icon
79
WisdomTree US LargeCap Dividend Fund
DLN
$5.98B
$356K 0.07%
+4,039
IYY icon
80
iShares Dow Jones US ETF
IYY
$2.87B
$351K 0.07%
2,119
BAC icon
81
Bank of America
BAC
$380B
$351K 0.07%
6,382
-284
SCHM icon
82
Schwab US Mid-Cap ETF
SCHM
$14.3B
$341K 0.07%
+11,348
LLY icon
83
Eli Lilly
LLY
$862B
$336K 0.07%
312
+6
WDAY icon
84
Workday
WDAY
$32.6B
$331K 0.07%
1,542
-97
PRF icon
85
Invesco FTSE RAFI US 1000 ETF
PRF
$9.54B
$328K 0.07%
+6,984
PG icon
86
Procter & Gamble
PG
$343B
$312K 0.06%
2,174
-112
AXP icon
87
American Express
AXP
$218B
$298K 0.06%
+805
RIVN icon
88
Rivian
RIVN
$19.9B
$297K 0.06%
15,069
+100
PYPL icon
89
PayPal
PYPL
$45.4B
$296K 0.06%
5,064
-2,420
IXN icon
90
iShares Global Tech ETF
IXN
$7.91B
$289K 0.06%
2,749
-58
VOOG icon
91
Vanguard S&P 500 Growth ETF
VOOG
$4B
$281K 0.06%
3,792
-204
VEA icon
92
Vanguard FTSE Developed Markets ETF
VEA
$220B
$276K 0.06%
4,414
+131
MCD icon
93
McDonald's
MCD
$204B
$270K 0.06%
883
+108
SCHF icon
94
Schwab International Equity ETF
SCHF
$62.9B
$254K 0.05%
10,558
-837
ITOT icon
95
iShares Core S&P Total US Stock Market ETF
ITOT
$89B
$240K 0.05%
+1,617
SNOW icon
96
Snowflake
SNOW
$48.7B
$235K 0.05%
1,070
GE icon
97
GE Aerospace
GE
$299B
$232K 0.05%
+752
WMT icon
98
Walmart Inc
WMT
$1.05T
$226K 0.05%
+2,026
SCHG icon
99
Schwab US Large-Cap Growth ETF
SCHG
$54.9B
$225K 0.05%
+6,896
NTNX icon
100
Nutanix
NTNX
$11.3B
$218K 0.04%
4,221
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4
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