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
426
$17K 0.03%
1,240
+4
427
$17K 0.03%
100
-57,869
428
$17K 0.03%
222
+58
429
$17K 0.03%
300
430
$17K 0.03%
500
431
$16K 0.03%
700
432
$16K 0.03%
260
433
$16K 0.03%
145
+1
434
$16K 0.03%
450
435
$16K 0.03%
600
-200
436
$16K 0.03%
1,000
437
$16K 0.03%
800
438
$16K 0.03%
219
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439
$16K 0.03%
500
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440
$16K 0.03%
500
441
$15K 0.02%
137
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442
$15K 0.02%
359
+4
443
$15K 0.02%
100
444
$15K 0.02%
600
445
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439
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500
447
$15K 0.02%
149
448
$15K 0.02%
50
449
$15K 0.02%
658
+20
450
$15K 0.02%
612
+4
16 17
18
19 20