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
$138M
AUM Growth
+$4.62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
732
New
Increased
Reduced
Closed

Top Buys

1
+$1.54M
2
+$1.47M
3
+$1.37M
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$913K
5
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$797K

Top Sells

1
+$3.77M
2
+$1.9M
3
+$1.77M
4
SLYG icon
SPDR S&P 600 Small Cap Growth ETF
SLYG
+$1.53M
5
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
+$869K

Sector Composition

1 Industrials 6.57%
2 Technology 5.38%
3 Consumer Staples 3.48%
4 Healthcare 3%
5 Communication Services 2.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$14K 0.01%
190
402
$14K 0.01%
+200
403
$14K 0.01%
198
+1
404
$14K 0.01%
300
405
$14K 0.01%
130
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406
$14K 0.01%
447
407
$14K 0.01%
339
-1,391
408
$14K 0.01%
238
409
$14K 0.01%
264
410
$13K 0.01%
150
411
$13K 0.01%
700
412
$13K 0.01%
50
413
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+188
414
$13K 0.01%
400
415
$13K 0.01%
208
416
$12K 0.01%
400
417
$12K 0.01%
506
-17
418
$12K 0.01%
962
419
$12K 0.01%
300
-300
420
$12K 0.01%
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421
$12K 0.01%
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422
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250
423
$12K 0.01%
260
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424
$11K 0.01%
264
425
$11K 0.01%
122
+100
15 16
17
18 19