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
426
$21K 0.01%
600
+400
427
$21K 0.01%
326
+4
428
$21K 0.01%
400
+100
429
$21K 0.01%
700
-300
430
$21K 0.01%
258
-111
431
$20K 0.01%
450
432
$20K 0.01%
608
+4
433
$20K 0.01%
702
-600
434
$20K 0.01%
509
+4
435
$20K 0.01%
1,100
+600
436
$20K 0.01%
300
-11
437
$20K 0.01%
13,092
-32,185
438
$19K 0.01%
355
439
$19K 0.01%
500
+70
440
$19K 0.01%
260
441
$19K 0.01%
144
-149
442
$19K 0.01%
1,000
443
$19K 0.01%
264
+49
444
$19K 0.01%
500
-600
445
$18K 0.01%
+300
446
$18K 0.01%
700
-1,200
447
$18K 0.01%
500
448
$18K 0.01%
169
449
$18K 0.01%
50
450
$18K 0.01%
500
16 17
18
19 20