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
551
$3K ﹤0.01%
141
552
$3K ﹤0.01%
24
553
$3K ﹤0.01%
35
+4
554
$3K ﹤0.01%
33
555
$2K ﹤0.01%
2,163
556
$2K ﹤0.01%
21
-20
557
$2K ﹤0.01%
123
+31
558
$2K ﹤0.01%
317
-1,135
559
$2K ﹤0.01%
1,000
560
$2K ﹤0.01%
80
+1
561
$2K ﹤0.01%
23
-27
562
$2K ﹤0.01%
218
563
$2K ﹤0.01%
5
-30
564
$2K ﹤0.01%
95
-1,246
565
$2K ﹤0.01%
16
-13
566
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17
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567
$2K ﹤0.01%
131
568
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40
569
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29
-14
570
$2K ﹤0.01%
+50
571
$1K ﹤0.01%
44
572
$1K ﹤0.01%
85
573
$1K ﹤0.01%
170
574
$1K ﹤0.01%
160
575
$1K ﹤0.01%
14
21 22
23
24 25