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
26
$706K 0.46%
9,621
+4,797
27
$651K 0.43%
25,675
+1,193
28
$601K 0.39%
9,029
29
$589K 0.38%
+7,087
30
$579K 0.38%
6,814
+1,051
31
$550K 0.36%
1,892
+67
32
$487K 0.32%
6,465
+42
33
$482K 0.31%
2,734
+2,474
34
$481K 0.31%
11,484
+1,524
35
$473K 0.31%
5,379
+383
36
$437K 0.29%
1,860
+347
37
$429K 0.28%
1,465
+838
38
$424K 0.28%
23,355
+15,780
39
$417K 0.27%
1,567
+84
40
$406K 0.27%
14,713
-640
41
$402K 0.26%
2,839
+443
42
$401K 0.26%
11,334
+9,505
43
$396K 0.26%
1,107
-10
44
$392K 0.26%
2,612
-148
45
$379K 0.25%
2,744
+314
46
$370K 0.24%
18,295
+120
47
$358K 0.23%
18,050
-200
48
$354K 0.23%
4,091
-516
49
$343K 0.22%
2,361
+296
50
$342K 0.22%
+3,362
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