CWA

Clarus Wealth Advisors Portfolio holdings

AUM $241M
1-Year Est. Return 22.85%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.85%
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
+$5.42M
2
+$2.71M
3
+$2.28M
4
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$1.49M
5
CVX icon
Chevron
CVX
+$950K

Top Sells

1
+$5.72M
2
+$1.29M
3
+$670K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$571K
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
331
$40K 0.03%
550
332
$39K 0.03%
+1,000
333
$39K 0.03%
842
-21
334
$38K 0.02%
444
-42
335
$38K 0.02%
2,145
+660
336
$38K 0.02%
366
-202
337
$38K 0.02%
3,158
338
$38K 0.02%
1,231
+14
339
$37K 0.02%
412
340
$37K 0.02%
+538
341
$37K 0.02%
288
-44
342
$37K 0.02%
466
+1
343
$37K 0.02%
1,500
344
$37K 0.02%
651
+40
345
$36K 0.02%
1,214
346
$35K 0.02%
1,562
+14
347
$35K 0.02%
653
+2
348
$35K 0.02%
851
-1,101
349
$34K 0.02%
300
350
$34K 0.02%
558
+6
12 13
14
15 16