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
+$12.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1 +$5.26M
2 +$3.87M
3 +$3.27M
4
ALTL icon
Pacer Lunt Large Cap Alternator ETF
ALTL
+$2.66M
5
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$2.63M

Top Sells

1 +$6.97M
2 +$3.66M
3 +$2.82M
4
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$2.52M
5
MDYG icon
SPDR S&P 400 Mid Cap Growth ETF
MDYG
+$1.99M

Sector Composition

1 Technology 6.76%
2 Industrials 2.48%
3 Energy 1.6%
4 Consumer Discretionary 1.58%
5 Healthcare 1.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$1.85M 1.21%
18,342
-1,043
27
$1.6M 1.05%
41,593
+3,579
28
$1.52M 1%
3,288
+149
29
$1.5M 0.99%
12,116
+281
30
$1.16M 0.76%
5,072
+382
31
$1.15M 0.76%
10,226
-115
32
$1.14M 0.75%
17,711
-417
33
$1.13M 0.74%
13,800
-338
34
$1.06M 0.7%
18,768
-420
35
$1.01M 0.66%
+7,227
36
$1.01M 0.66%
24,740
+7,844
37
$994K 0.65%
+9,562
38
$986K 0.65%
24,167
+3,286
39
$851K 0.56%
6,325
-1,808
40
$790K 0.52%
33,263
+4,430
41
$741K 0.49%
2,960
+749
42
$740K 0.49%
3,783
-18,687
43
$726K 0.48%
15,191
+1,736
44
$695K 0.46%
15,199
+1,394
45
$691K 0.45%
7,636
+1,141
46
$680K 0.45%
7,506
+837
47
$668K 0.44%
41,990
-9,570
48
$651K 0.43%
8,174
+1,128
49
$615K 0.4%
20,499
+2,944
50
$601K 0.39%
34,543
+580