CWA

Clarus Wealth Advisors Portfolio holdings

AUM $241M
1-Year Est. Return 22.85%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$216M
AUM Growth
+$29.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$8.22M
2
+$2.14M
3
+$1.73M
4
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$1.7M
5
AMD icon
Advanced Micro Devices
AMD
+$1.39M

Top Sells

1
+$8.04M
2
+$2.3M
3
+$1.72M
4
AAPL icon
Apple
AAPL
+$1.48M
5
XHB icon
State Street SPDR S&P Homebuilders ETF
XHB
+$1.35M

Sector Composition

1 Technology 9.06%
2 Financials 3.33%
3 Industrials 2.65%
4 Consumer Discretionary 2.48%
5 Communication Services 1.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.24M 1.04%
17,381
+318
27
$2.2M 1.02%
24,638
+282
28
$2M 0.92%
9,586
-366
29
$1.9M 0.88%
39,235
+557
30
$1.82M 0.84%
19,904
-1,777
31
$1.78M 0.83%
5,868
-541
32
$1.75M 0.81%
24,661
+2,529
33
$1.73M 0.8%
+25,218
34
$1.73M 0.8%
37,818
+4,112
35
$1.7M 0.79%
+41,874
36
$1.69M 0.78%
38,258
+6,586
37
$1.67M 0.77%
15,362
-2,596
38
$1.67M 0.77%
83,691
+12,756
39
$1.66M 0.77%
7,580
+2,107
40
$1.63M 0.75%
2,255
+267
41
$1.62M 0.75%
5,454
+780
42
$1.56M 0.72%
4,137
+47
43
$1.53M 0.71%
8,787
+2,960
44
$1.51M 0.7%
11,159
+716
45
$1.5M 0.69%
7,761
+330
46
$1.39M 0.64%
+10,113
47
$1.38M 0.64%
18,475
+4,299
48
$1.38M 0.64%
6,773
+1,220
49
$1.37M 0.63%
4,818
+619
50
$1.33M 0.62%
4,267
+35
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