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
$160M
AUM Growth
+$53K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$3.03M
2
+$2.13M
3
+$1.83M
4
XLC icon
The Communication Services Select Sector SPDR Fund
XLC
+$1.48M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.15M

Top Sells

1
+$1.94M
2
+$1.88M
3
+$1.68M
4
TMO icon
Thermo Fisher Scientific
TMO
+$1.01M
5
SLYV icon
SPDR S&P 600 Small Cap Value ETF
SLYV
+$931K

Sector Composition

1 Technology 6.44%
2 Industrials 2.06%
3 Financials 0.9%
4 Consumer Discretionary 0.61%
5 Healthcare 0.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.83M 1.15%
+67,513
27
$1.68M 1.05%
5,840
+753
28
$1.62M 1.01%
6,805
+716
29
$1.34M 0.84%
7,654
-80
30
$1.28M 0.8%
34,617
+4,105
31
$1.17M 0.73%
9,097
-13
32
$1.13M 0.71%
15,355
+23
33
$1.11M 0.7%
17,212
+8
34
$1.06M 0.66%
6,530
+385
35
$1.05M 0.66%
8,157
+932
36
$1.03M 0.65%
2,718
-2,311
37
$979K 0.61%
3,532
-10
38
$854K 0.53%
36,381
+1,066
39
$774K 0.48%
3,248
+607
40
$769K 0.48%
6,079
+304
41
$734K 0.46%
5,908
-247
42
$687K 0.43%
17,027
-99
43
$683K 0.43%
13,430
+588
44
$678K 0.42%
+15,148
45
$652K 0.41%
9,540
+434
46
$611K 0.38%
10,186
+152
47
$579K 0.36%
+19,938
48
$557K 0.35%
10,699
+1,521
49
$531K 0.33%
2,430
-1,591
50
$519K 0.33%
10,209
+1,440
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