CWA

Clarus Wealth Advisors Portfolio holdings

AUM $226M
1-Year Est. Return 21.92%
This Quarter Est. Return
1 Year Est. Return
+21.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$138M
AUM Growth
+$4.62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
732
New
Increased
Reduced
Closed

Top Buys

1
+$1.54M
2
+$1.47M
3
+$1.37M
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$913K
5
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$797K

Top Sells

1
+$3.77M
2
+$1.9M
3
+$1.77M
4
SLYG icon
SPDR S&P 600 Small Cap Growth ETF
SLYG
+$1.53M
5
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
+$869K

Sector Composition

1 Industrials 6.57%
2 Technology 5.38%
3 Consumer Staples 3.48%
4 Healthcare 3%
5 Communication Services 2.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$78K 0.06%
3,570
-1,540
227
$78K 0.06%
855
-99
228
$78K 0.06%
1,599
+681
229
$78K 0.06%
2,986
-3,064
230
$78K 0.06%
272
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231
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+1,456
232
$78K 0.06%
1,762
+16
233
$78K 0.06%
739
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234
$77K 0.06%
2,098
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235
$75K 0.05%
2,419
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236
$74K 0.05%
1,565
+14
237
$71K 0.05%
844
+1
238
$70K 0.05%
1,305
+1
239
$69K 0.05%
793
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240
$69K 0.05%
603
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241
$68K 0.05%
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242
$66K 0.05%
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243
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$66K 0.05%
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245
$64K 0.05%
718
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246
$63K 0.05%
1,400
-3,725
247
$62K 0.04%
658
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248
$62K 0.04%
739
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249
$61K 0.04%
838
-2,140
250
$61K 0.04%
1,300
-5,115
8 9
10
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