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
$201M
AUM Growth
+$4.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$1.1M
2
+$989K
3
+$940K
4
TJX icon
TJX Companies
TJX
+$815K
5
ARM icon
Arm
ARM
+$813K

Top Sells

1
+$802K
2
+$671K
3
+$627K
4
SNPS icon
Synopsys
SNPS
+$600K
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$468K

Sector Composition

1 Technology 8.84%
2 Consumer Discretionary 2.63%
3 Industrials 2.36%
4 Communication Services 0.97%
5 Financials 0.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.91M 0.95%
7,764
+132
27
$1.9M 0.95%
11,442
+47
28
$1.89M 0.94%
13,330
-1,662
29
$1.88M 0.94%
25,181
+3,534
30
$1.87M 0.93%
16,042
+1,045
31
$1.77M 0.88%
8,551
+469
32
$1.74M 0.87%
11,127
+382
33
$1.62M 0.81%
15,617
+259
34
$1.6M 0.8%
23,241
-636
35
$1.6M 0.8%
7,212
+219
36
$1.56M 0.78%
18,314
+1,013
37
$1.56M 0.78%
17,266
+17
38
$1.53M 0.76%
37,452
+3,918
39
$1.53M 0.76%
11,383
+161
40
$1.52M 0.76%
3,648
+222
41
$1.33M 0.66%
3,302
-1,145
42
$1.26M 0.63%
12,890
+1,510
43
$1.12M 0.56%
17,174
-5,973
44
$1.1M 0.55%
2,284
-20
45
$1.1M 0.55%
1,813
+227
46
$1.05M 0.52%
7,116
-116
47
$1.03M 0.51%
3,266
+253
48
$997K 0.5%
2,751
-271
49
$989K 0.49%
+3,540
50
$980K 0.49%
4,484
-144
1
2
3 4 5