Clarus Wealth Advisors Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
|
+$1.51M |
| 2 |
State Street SPDR S&P 400 Mid Cap Value ETF
MDYV
|
+$1.46M |
| 3 |
Vanguard Morningstar Total Stock Market ETF
VTI
|
+$1.35M |
| 4 |
State Street Technology Select Sector SPDR ETF
XLK
|
+$892K |
| 5 |
State Street Industrial Select Sector SPDR ETF
XLI
|
+$783K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
|
+$3.76M |
| 2 |
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
|
+$1.86M |
| 3 |
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
+$1.77M |
| 4 |
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
|
+$1.51M |
| 5 |
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
|
+$855K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Industrials | 6.57% |
| 2 | Technology | 5.38% |
| 3 | Consumer Staples | 3.48% |
| 4 | Healthcare | 3% |
| 5 | Communication Services | 2.74% |
Similar funds
Clarus Wealth Advisors's Q2 2019 Portfolio in Review
As of Q2 2019, Clarus Wealth Advisors held 732 positions worth $138M, up 3.5% from $134M the previous quarter. Its ten largest holdings account for 43% of the portfolio.
Clarus Wealth Advisors's Q2 2019 filing shows 47 new, 219 increased, 143 reduced and 132 closed positions. Its largest new stake was iShares Core International Aggregate Bond Fund: 7,413 shares worth $404K. The largest sale was State Street SPDR Portfolio Developed World ex-US ETF, an estimated $3.76M.
By sector, the portfolio is most concentrated in Industrials at 6.6% of assets, up from 6.1% a quarter earlier, followed by Technology and Consumer Staples.
- Clarus Wealth Advisors's largest Q2 2019 buy was iShares Core International Aggregate Bond Fund: 7,413 shares worth $404K.
- Clarus Wealth Advisors added most to State Street SPDR S&P 400 Mid Cap Growth ETF in Q2 2019, an estimated $1.51M increase.
- Clarus Wealth Advisors's biggest Q2 2019 reduction was State Street SPDR Portfolio Developed World ex-US ETF, cutting an estimated $3.76M.
- Clarus Wealth Advisors fully exited iShares US Healthcare Providers ETF in Q2 2019, selling an estimated $375K.
- Clarus Wealth Advisors's ten largest holdings make up 43% of its $138M portfolio in Q2 2019.
- Clarus Wealth Advisors opened 47 new positions and closed 132 in Q2 2019.
- Clarus Wealth Advisors's portfolio value rose 3.5% quarter-over-quarter to $138M.
Based on Clarus Wealth Advisors's 13F filing for Q2 2019, filed 24 Jul 2019.