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
$188M
AUM Growth
+$11.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1
+$3.34M
2
+$1.71M
3
+$1.59M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$859K
5
PLTR icon
Palantir
PLTR
+$836K

Top Sells

1
+$2.2M
2
+$1.47M
3
+$1.47M
4
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$1.4M
5
CRM icon
Salesforce
CRM
+$628K

Sector Composition

1 Technology 9.51%
2 Industrials 2.28%
3 Consumer Discretionary 1.51%
4 Healthcare 1.22%
5 Energy 1.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.73M 0.92%
12,853
-367
27
$1.72M 0.91%
21,391
-18,215
28
$1.71M 0.91%
+14,794
29
$1.7M 0.9%
11,940
+249
30
$1.7M 0.9%
7,729
+115
31
$1.67M 0.89%
10,548
-304
32
$1.59M 0.85%
11,343
+419
33
$1.59M 0.85%
+7,905
34
$1.59M 0.84%
15,746
+369
35
$1.55M 0.82%
3,327
+1
36
$1.54M 0.82%
17,361
+414
37
$1.49M 0.79%
16,628
+352
38
$1.47M 0.78%
33,302
+1,289
39
$1.46M 0.77%
22,763
+579
40
$1.32M 0.7%
5,033
-23
41
$1.31M 0.7%
6,856
+87
42
$1.12M 0.59%
2,426
+47
43
$998K 0.53%
7,142
-314
44
$975K 0.52%
2,967
+118
45
$971K 0.52%
5,762
-54
46
$906K 0.48%
4,536
-101
47
$854K 0.45%
23,053
-1,781
48
$846K 0.45%
1,583
+17
49
$836K 0.44%
+29,399
50
$749K 0.4%
3,916
-563
1
2
3 4 5