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
$196M
AUM Growth
+$8.14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$1.21M
2
+$927K
3
+$659K
4
CMG icon
Chipotle Mexican Grill
CMG
+$646K
5
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$469K

Top Sells

1
+$586K
2
+$575K
3
+$449K
4
NBIX icon
Neurocrine Biosciences
NBIX
+$256K
5
PLTR icon
Palantir
PLTR
+$243K

Sector Composition

1 Technology 9.02%
2 Industrials 2.79%
3 Consumer Discretionary 1.77%
4 Healthcare 1.1%
5 Financials 1.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.86M 0.95%
7,632
-97
27
$1.86M 0.95%
15,358
-388
28
$1.83M 0.93%
14,296
+1,443
29
$1.81M 0.92%
11,395
-545
30
$1.78M 0.91%
14,997
+203
31
$1.78M 0.91%
21,647
+256
32
$1.64M 0.84%
17,301
-60
33
$1.63M 0.83%
8,082
+177
34
$1.62M 0.82%
10,745
+197
35
$1.61M 0.82%
17,249
+621
36
$1.6M 0.82%
23,877
+1,114
37
$1.6M 0.81%
11,222
-121
38
$1.59M 0.81%
33,534
+232
39
$1.4M 0.71%
3,426
+99
40
$1.4M 0.71%
2,304
-122
41
$1.36M 0.69%
6,993
+137
42
$1.21M 0.62%
+11,380
43
$1.2M 0.61%
3,022
+55
44
$1.07M 0.55%
4,447
-586
45
$1M 0.51%
7,232
+90
46
$927K 0.47%
1,586
+3
47
$927K 0.47%
+3,013
48
$923K 0.47%
5,464
-298
49
$900K 0.46%
23,147
-6,252
50
$849K 0.43%
7,702
+373
1
2
3 4 5