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
276
$44K 0.07%
840
+20
277
$44K 0.07%
1,075
278
$44K 0.07%
1,500
279
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+600
280
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281
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690
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282
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437
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283
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2,306
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284
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+12
285
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1,300
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286
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3,093
287
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288
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1,500
289
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290
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291
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613
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292
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293
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295
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296
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297
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1,142
-287
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436
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299
$39K 0.06%
300
300
$38K 0.06%
+495
10 11
12
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