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
$138M
AUM Growth
+$4.62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
732
New
Increased
Reduced
Closed

Top Buys

1
+$1.54M
2
+$1.47M
3
+$1.37M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$913K
5
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$797K

Top Sells

1
+$3.77M
2
+$1.9M
3
+$1.77M
4
SLYG icon
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
+$1.53M
5
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$869K

Sector Composition

1 Industrials 6.57%
2 Technology 5.38%
3 Consumer Staples 3.48%
4 Healthcare 3%
5 Communication Services 2.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$6K ﹤0.01%
208
477
$6K ﹤0.01%
25
478
$6K ﹤0.01%
+50
479
$6K ﹤0.01%
824
+2
480
$5K ﹤0.01%
13
481
$5K ﹤0.01%
92
482
$5K ﹤0.01%
75
483
$5K ﹤0.01%
82
+13
484
$5K ﹤0.01%
102
485
$5K ﹤0.01%
44
-101
486
$5K ﹤0.01%
117
487
$5K ﹤0.01%
15
488
$5K ﹤0.01%
104
489
$5K ﹤0.01%
114
+1
490
$5K ﹤0.01%
+333
491
$5K ﹤0.01%
+345
492
$5K ﹤0.01%
225
493
$5K ﹤0.01%
61
494
$5K ﹤0.01%
17
+2
495
$5K ﹤0.01%
231
+3
496
$5K ﹤0.01%
107
-636
497
$5K ﹤0.01%
+42
498
$5K ﹤0.01%
10,000
499
$5K ﹤0.01%
34
-60
500
$4K ﹤0.01%
41
18 19
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