Portfolio (Quarterly)
Guide ↗
Clarity Wealth Advisors, LLC
· CIK 0001767384| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | WDAY | WORKDAY INC | Technology | 1,542 | $331K | 0.07% | SOLD |
| 2 | SNOW | SNOWFLAKE INC | Technology | 1,070 | $235K | 0.05% | SOLD |
| 3 | SCHG | SCHWAB STRATEGIC TR | — | 6,896 | $225K | 0.05% | SOLD |
| 4 | NTNX | NUTANIX INC | Technology | 4,221 | $218K | 0.04% | SOLD |
| 5 | PINS | PINTEREST INC | Communication Services | 8,060 | $209K | 0.04% | SOLD |
| 6 | VV | VANGUARD INDEX FDS | — | 650 | $205K | 0.04% | SOLD |
| 7 | FISV | FISERV INC | Technology | 3,010 | $202K | 0.04% | SOLD |
| 8 | W | WAYFAIR INC | Consumer Cyclical | 2,000 | $201K | 0.04% | SOLD |
| 9 | NTNX CALL | NUTANIX INC | Technology | 1,000 | $52K | 0.01% | SOLD |
Sector Allocation
Financial Services
44.5%
Technology
23.5%
Communication Services
13.9%
Healthcare
7.6%
Consumer Defensive
4.9%
Consumer Cyclical
4.5%
Industrials
0.5%
Energy
0.3%
Utilities
0.3%