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
$159M
AUM Growth
+$6.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Buys

1
+$6.69M
2
+$5.77M
3
+$4.53M
4
ECOW icon
Pacer Emerging Markets Cash Cows 100 ETF
ECOW
+$3.68M
5
ALTL icon
Pacer Lunt Large Cap Alternator ETF
ALTL
+$3.19M

Top Sells

1
+$3.87M
2
+$3.54M
3
+$3.5M
4
SLYG icon
SPDR S&P 600 Small Cap Growth ETF
SLYG
+$3.46M
5
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$3.44M

Sector Composition

1 Technology 7.2%
2 Financials 5.9%
3 Industrials 2.38%
4 Consumer Discretionary 1.59%
5 Healthcare 1.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.63M 1.03%
3,326
+38
27
$1.51M 0.95%
7,426
+3,643
28
$1.51M 0.95%
41,003
-590
29
$1.32M 0.83%
22,321
+15,349
30
$1.28M 0.8%
11,120
+894
31
$1.26M 0.79%
19,582
+1,871
32
$1.25M 0.79%
9,366
-13,817
33
$1.24M 0.78%
15,546
+1,746
34
$1.16M 0.73%
20,912
+2,144
35
$1.14M 0.72%
+8,697
36
$1.13M 0.71%
3,887
-1,185
37
$1.07M 0.68%
+3,377
38
$997K 0.63%
+9,921
39
$995K 0.63%
25,253
+513
40
$938K 0.59%
39,675
+6,412
41
$909K 0.57%
6,269
-56
42
$773K 0.49%
16,062
+871
43
$757K 0.48%
28,000
-13,990
44
$753K 0.47%
+2,408
45
$744K 0.47%
25,865
+6,786
46
$742K 0.47%
9,159
+985
47
$707K 0.45%
17,553
-6,614
48
$698K 0.44%
15,751
+552
49
$662K 0.42%
3,166
+206
50
$647K 0.41%
34,168
+5,404
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