CWA

Clarus Wealth Advisors Portfolio holdings

AUM $235M
1-Year Est. Return 25.09%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$63.6M
AUM Growth
-$89.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
739
New
Increased
Reduced
Closed

Top Buys

1
+$1.67M
2
+$1.44M
3
+$404K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$269K
5
KSS icon
Kohl's
KSS
+$264K

Top Sells

1
+$14.8M
2
+$13.6M
3
+$10.8M
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$10.7M
5
XLB icon
State Street Materials Select Sector SPDR ETF
XLB
+$7.64M

Sector Composition

1 Industrials 11.31%
2 Technology 10.56%
3 Healthcare 6.75%
4 Consumer Staples 6.45%
5 Consumer Discretionary 5.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$7K 0.01%
106
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552
$7K 0.01%
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553
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555
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556
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557
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561
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562
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563
$6K 0.01%
59
564
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39
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565
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566
$6K 0.01%
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567
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141
568
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820
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569
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570
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100
571
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572
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573
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130
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574
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49
575
$5K 0.01%
187
21 22
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