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
$63.6M
AUM Growth
-$89.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
739
New
Increased
Reduced
Closed

Top Buys

1
+$1.55M
2
+$1.46M
3
+$407K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$260K
5
KSS icon
Kohl's
KSS
+$250K

Top Sells

1
+$14.8M
2
+$10.7M
3
+$9.84M
4
XLB icon
State Street Materials Select Sector SPDR ETF
XLB
+$7.31M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$4.88M

Sector Composition

1 Industrials 11.31%
2 Technology 10.56%
3 Healthcare 6.75%
4 Consumer Staples 6.45%
5 Consumer Discretionary 5.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$52K 0.08%
1,400
252
$52K 0.08%
4,478
253
$52K 0.08%
1,302
+1
254
$52K 0.08%
2,949
255
$51K 0.08%
1,041
+7
256
$51K 0.08%
434
+4
257
$50K 0.08%
3,268
+16
258
$49K 0.08%
239
259
$49K 0.08%
3,350
260
$49K 0.08%
2,123
261
$49K 0.08%
11,500
262
$48K 0.08%
1,010
263
$48K 0.08%
7,764
+148
264
$48K 0.08%
3,573
+55
265
$48K 0.08%
1,350
266
$47K 0.07%
1,425
+10
267
$47K 0.07%
1,079
-192
268
$46K 0.07%
1,663
+5
269
$46K 0.07%
364
+2
270
$46K 0.07%
226
271
$45K 0.07%
374
272
$45K 0.07%
620
+3
273
$45K 0.07%
7,105
-274
274
$45K 0.07%
2,500
+149
275
$44K 0.07%
725
+20
9 10
11
12 13