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
Technology Select Sector SPDR Fund
XLK
+$913K
5
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$797K

Top Sells

1
+$3.77M
2
+$1.9M
3
+$1.77M
4
SLYG icon
SPDR S&P 600 Small Cap Growth ETF
SLYG
+$1.53M
5
SPYV icon
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%
102
481
$5K ﹤0.01%
44
-101
482
$5K ﹤0.01%
117
483
$5K ﹤0.01%
15
484
$5K ﹤0.01%
104
485
$5K ﹤0.01%
114
+1
486
$5K ﹤0.01%
+333
487
$5K ﹤0.01%
+345
488
$5K ﹤0.01%
225
489
$5K ﹤0.01%
61
490
$5K ﹤0.01%
17
+2
491
$5K ﹤0.01%
231
+3
492
$5K ﹤0.01%
107
-636
493
$5K ﹤0.01%
+42
494
$5K ﹤0.01%
10,000
495
$5K ﹤0.01%
34
-60
496
$5K ﹤0.01%
13
497
$5K ﹤0.01%
92
498
$5K ﹤0.01%
75
499
$5K ﹤0.01%
82
+13
500
$4K ﹤0.01%
41
18 19
20
21 22