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
251
$61K 0.04%
1,109
+3
252
$60K 0.04%
2,123
253
$60K 0.04%
525
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254
$59K 0.04%
440
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255
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$56K 0.04%
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257
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1,440
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258
$56K 0.04%
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259
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8,184
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260
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310
-100
261
$53K 0.04%
1,350
262
$51K 0.04%
239
263
$50K 0.04%
2,000
264
$50K 0.04%
2,678
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265
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266
$50K 0.04%
252
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267
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272
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273
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1,400
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274
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442
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275
$49K 0.04%
330
+270
9 10
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