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
$104M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$11M
2
+$10.2M
3
+$7.99M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$7.21M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$7.16M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 8.24%
2 Technology 5.01%
3 Energy 3.44%
4 Consumer Staples 3.29%
5 Consumer Discretionary 2.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$569K 0.55%
+5,884
27
$532K 0.51%
+2,704
28
$485K 0.47%
+17,394
29
$466K 0.45%
+2,458
30
$460K 0.44%
+7,860
31
$459K 0.44%
+5,483
32
$454K 0.44%
+42,499
33
$453K 0.44%
+8,029
34
$434K 0.42%
+4,964
35
$419K 0.4%
+8,187
36
$417K 0.4%
+22,413
37
$416K 0.4%
+6,510
38
$410K 0.39%
+19,510
39
$406K 0.39%
+18,225
40
$401K 0.39%
+4,993
41
$400K 0.39%
+11,653
42
$381K 0.37%
+5,525
43
$377K 0.36%
+10,624
44
$375K 0.36%
+2,396
45
$370K 0.36%
+11,747
46
$370K 0.36%
+17,883
47
$369K 0.36%
+9,440
48
$359K 0.35%
+5,325
49
$346K 0.33%
+6,402
50
$336K 0.32%
+8,248
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