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
$153M
AUM Growth
+$20.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
802
New
Increased
Reduced
Closed

Top Buys

1
+$5.47M
2
+$2.79M
3
+$2.25M
4
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$1.51M
5
CVX icon
Chevron
CVX
+$958K

Top Sells

1
+$5.77M
2
+$1.27M
3
+$665K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$563K
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$475K

Sector Composition

1 Industrials 6.35%
2 Technology 5.8%
3 Consumer Staples 2.99%
4 Healthcare 2.94%
5 Consumer Discretionary 2.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$70K 0.05%
3,000
+550
252
$70K 0.05%
698
+2
253
$70K 0.05%
2,920
+26
254
$69K 0.05%
545
+67
255
$69K 0.05%
1,500
256
$68K 0.04%
2,585
+59
257
$66K 0.04%
1,150
258
$64K 0.04%
285
+4
259
$63K 0.04%
614
-97
260
$63K 0.04%
+1,350
261
$63K 0.04%
+2,123
262
$63K 0.04%
1,707
-500
263
$62K 0.04%
905
264
$62K 0.04%
736
-157
265
$62K 0.04%
3,252
+416
266
$61K 0.04%
1,200
+400
267
$61K 0.04%
353
-61
268
$59K 0.04%
+7,616
269
$59K 0.04%
656
+2
270
$58K 0.04%
1,010
+180
271
$58K 0.04%
1,354
+1,124
272
$58K 0.04%
362
-43
273
$58K 0.04%
1,500
274
$57K 0.04%
1,400
275
$57K 0.04%
1,415
+5
9 10
11
12 13