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
401
$25K 0.02%
688
+26
402
$24K 0.02%
1,656
-396
403
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1,015
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404
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126
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405
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536
+14
406
$23K 0.02%
549
-22
407
$23K 0.02%
252
-30
408
$23K 0.02%
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409
$23K 0.02%
625
410
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335
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411
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301
412
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100
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413
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414
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$23K 0.02%
431
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$22K 0.01%
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417
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419
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421
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422
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500
423
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3,762
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424
$22K 0.01%
395
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425
$21K 0.01%
650
+67
15 16
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