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
376
$30K 0.02%
625
377
$29K 0.02%
138
+13
378
$29K 0.02%
377
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379
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380
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381
$29K 0.02%
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$28K 0.02%
250
384
$28K 0.02%
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385
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386
$28K 0.02%
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-859
387
$28K 0.02%
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388
$27K 0.02%
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389
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308
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390
$27K 0.02%
320
391
$27K 0.02%
450
392
$27K 0.02%
440
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393
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$26K 0.02%
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395
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396
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260
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765
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398
$26K 0.02%
2,803
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399
$26K 0.02%
710
400
$25K 0.02%
416
+6
14 15
16
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