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
$63.6M
AUM Growth
-$89.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
739
New
Increased
Reduced
Closed

Top Buys

1
+$1.55M
2
+$1.46M
3
+$407K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$260K
5
KSS icon
Kohl's
KSS
+$250K

Top Sells

1
+$14.8M
2
+$10.7M
3
+$9.84M
4
XLB icon
State Street Materials Select Sector SPDR ETF
XLB
+$7.31M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$4.88M

Sector Composition

1 Industrials 11.31%
2 Technology 10.56%
3 Healthcare 6.75%
4 Consumer Staples 6.45%
5 Consumer Discretionary 5.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$20K 0.03%
300
402
$20K 0.03%
625
403
$20K 0.03%
400
+100
404
$20K 0.03%
126
405
$20K 0.03%
288
-38
406
$20K 0.03%
900
-1,245
407
$20K 0.03%
476
+238
408
$19K 0.03%
425
-231
409
$19K 0.03%
2,888
+85
410
$19K 0.03%
1,343
411
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100
412
$19K 0.03%
19,000
413
$19K 0.03%
472
414
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350
415
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725
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416
$18K 0.03%
302
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417
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600
418
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482
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419
$18K 0.03%
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420
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700
421
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100
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422
$17K 0.03%
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423
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236
424
$17K 0.03%
400
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425
$17K 0.03%
511
+2
15 16
17
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