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
526
$4K ﹤0.01%
77
+25
527
$4K ﹤0.01%
151
528
$4K ﹤0.01%
235
529
$4K ﹤0.01%
50
530
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95
-18
531
$4K ﹤0.01%
210
532
$4K ﹤0.01%
73
-1,016
533
$4K ﹤0.01%
102
534
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58
535
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245
-33
536
$3K ﹤0.01%
141
537
$3K ﹤0.01%
24
538
$3K ﹤0.01%
35
+4
539
$3K ﹤0.01%
33
540
$3K ﹤0.01%
67
-1
541
$3K ﹤0.01%
38
542
$3K ﹤0.01%
226
543
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350
544
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16
-5
545
$3K ﹤0.01%
554
546
$3K ﹤0.01%
606
547
$3K ﹤0.01%
38
548
$3K ﹤0.01%
+17
549
$3K ﹤0.01%
235
550
$3K ﹤0.01%
200
20 21
22
23 24