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
$134M
AUM Growth
+$70.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
751
New
Increased
Reduced
Closed

Top Buys

1
+$11.3M
2
+$10.8M
3
+$5.79M
4
MDYG icon
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
+$5.75M
5
SLYV icon
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
+$5.64M

Top Sells

1
+$674K
2
+$551K
3
+$265K
4
KSS icon
Kohl's
KSS
+$254K
5
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$254K

Sector Composition

1 Industrials 6.14%
2 Technology 5.27%
3 Consumer Staples 3.62%
4 Healthcare 3.2%
5 Consumer Discretionary 2.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$54K 0.04%
657
+1
277
$54K 0.04%
2,123
278
$53K 0.04%
1,045
+4
279
$52K 0.04%
725
280
$52K 0.04%
1,400
+258
281
$52K 0.04%
1,350
282
$52K 0.04%
200
-2,593
283
$52K 0.04%
2,500
284
$51K 0.04%
613
285
$51K 0.04%
365
+1
286
$51K 0.04%
743
-3,707
287
$51K 0.04%
933
-865
288
$51K 0.04%
2,406
+100
289
$50K 0.04%
625
+5
290
$50K 0.04%
1,500
291
$50K 0.04%
895
+288
292
$50K 0.04%
1,000
+300
293
$49K 0.04%
2,000
294
$49K 0.04%
1,667
+4
295
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910
-100
296
$49K 0.04%
840
297
$49K 0.04%
3,372
+279
298
$49K 0.04%
657
+3
299
$49K 0.04%
1,500
300
$48K 0.04%
239
10 11
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