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
$174M
AUM Growth
+$11.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1 +$3.94M
2 +$3.58M
3 +$1.71M
4
MDYV icon
SPDR S&P 400 Mid Cap Value ETF
MDYV
+$1.7M
5
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$1.68M

Sector Composition

1 Technology 7.3%
2 Industrials 1.59%
3 Consumer Discretionary 1.27%
4 Energy 0.93%
5 Healthcare 0.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$1.7M 0.98%
38,611
+1,799
27
$1.62M 0.93%
12,772
+8,932
28
$1.4M 0.8%
18,171
-9,455
29
$1.37M 0.79%
8,402
-23,844
30
$1.29M 0.74%
19,048
+300
31
$1.28M 0.74%
15,861
-424
32
$1.25M 0.72%
11,815
-10,864
33
$1.24M 0.71%
+13,691
34
$1.14M 0.66%
8,046
+1,074
35
$1.07M 0.62%
3,366
-163
36
$1.02M 0.59%
20,469
+7,119
37
$998K 0.57%
2,762
+42
38
$844K 0.49%
19,661
+2,753
39
$794K 0.46%
+15,103
40
$791K 0.46%
32,963
-2,692
41
$772K 0.44%
27,580
-4,650
42
$750K 0.43%
15,553
-324
43
$736K 0.42%
6,297
+247
44
$702K 0.4%
5,570
-236
45
$686K 0.39%
10,034
+595
46
$584K 0.34%
+28,858
47
$528K 0.3%
2,603
-93
48
$527K 0.3%
5,897
+1,665
49
$516K 0.3%
+8,254
50
$511K 0.29%
3,016
+96