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
$169M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$11.4M
2
+$10.9M
3
+$8.53M
4
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$6.93M
5
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$6.54M

Top Sells

No sells this quarter

Sector Composition

1 Technology 8.53%
2 Industrials 2.45%
3 Financials 1.28%
4 Consumer Discretionary 1.14%
5 Healthcare 1.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.63M 0.96%
+22,057
27
$1.62M 0.96%
+34,938
28
$1.53M 0.9%
+11,850
29
$1.46M 0.86%
+22,564
30
$1.44M 0.85%
+11,540
31
$1.41M 0.84%
+10,150
32
$1.4M 0.83%
+17,060
33
$1.4M 0.83%
+10,395
34
$1.34M 0.79%
+3,398
35
$1.3M 0.77%
+30,816
36
$1.27M 0.75%
+15,929
37
$1.24M 0.73%
+21,710
38
$1.2M 0.71%
+31,490
39
$1.14M 0.68%
+14,821
40
$1.13M 0.67%
+2,453
41
$1.09M 0.65%
+6,308
42
$980K 0.58%
+7,624
43
$893K 0.53%
+39,650
44
$846K 0.5%
+3,001
45
$832K 0.49%
+3,927
46
$807K 0.48%
+8,742
47
$758K 0.45%
+24,909
48
$756K 0.45%
+2,011
49
$753K 0.45%
+1,377
50
$744K 0.44%
+14,870
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