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
326
$40K 0.03%
900
+200
327
$40K 0.03%
250
328
$40K 0.03%
500
329
$40K 0.03%
2,250
330
$40K 0.03%
450
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$40K 0.03%
550
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$39K 0.03%
+1,000
333
$39K 0.03%
842
-21
334
$38K 0.02%
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335
$38K 0.02%
1,231
+14
336
$38K 0.02%
444
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337
$38K 0.02%
2,145
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338
$38K 0.02%
366
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339
$37K 0.02%
288
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340
$37K 0.02%
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341
$37K 0.02%
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342
$37K 0.02%
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343
$37K 0.02%
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$37K 0.02%
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$36K 0.02%
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346
$35K 0.02%
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+14
347
$35K 0.02%
653
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348
$35K 0.02%
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-1,101
349
$34K 0.02%
300
350
$34K 0.02%
558
+6
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14
15 16