CWA
Clarity Wealth Advisors Portfolio holdings
AUM
$486M
1-Year Est. Return
21.49%
This Fund
S&P 500
1 Year Est. Return
+21.49%
AUM
$490M
AUM Growth
+$36.3M
(+8%)
Holding
113
Top Buys
| 1 | +$3.79M | |
| 2 | +$2.03M | |
| 3 | +$1.64M | |
| 4 |
Fidelity Total Bond ETF
FBND
|
+$1.62M |
| 5 |
JPMorgan Core Plus Bond ETF
JCPB
|
+$1.56M |
Top Sells
| 1 | +$418K | |
| 2 | +$408K | |
| 3 | +$306K | |
| 4 |
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 | |
|---|---|---|---|---|---|---|
101
Vanguard Value ETF
VTV
$172B
| $217K | 0.04% |
1,137
-45
|
|
||
102
iShares Russell 1000 Value ETF
IWD
$74.3B
| $216K | 0.04% |
1,028
|
|
||
|
CRWV
103
CoreWeave Inc
CRWV
$62.9B
| $215K | 0.04% |
+3,000
|
|
||
104
Schwab U.S Small- Cap ETF
SCHA
$22.2B
| $211K | 0.04% |
+7,411
|
|
||
105
Pinterest
PINS
$11.6B
| $209K | 0.04% |
8,060
|
|
||
106
Vanguard Large-Cap ETF
VV
$50.6B
| $205K | 0.04% |
650
-23
|
|
||
|
FISV
107
Fiserv Inc
FISV
$33.1B
| $202K | 0.04% |
+3,010
|
|
||
108
Wayfair
W
$8.62B
| $201K | 0.04% |
+2,000
|
|
||
109
BigBear.ai
BBAI
$1.98B
| $64.8K | 0.01% |
+12,000
|
|
||
110
NIO
NIO
$14.8B
| $58.6K | 0.01% |
11,500
|
|
||
111
Clover Health Investments
CLOV
$1.42B
| – | – |
-10,000
|
|
||
|
VRNT
112
DELISTED
Verint Systems
VRNT
| – | – |
-11,805
|
|
||
113
Blackstone
BX
$155B
| – | – |
-1,299
|
|