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
$63.6M
AUM Growth
-$89.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
739
New
Increased
Reduced
Closed

Top Buys

1
+$1.55M
2
+$1.46M
3
+$407K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$260K
5
KSS icon
Kohl's
KSS
+$250K

Top Sells

1
+$14.8M
2
+$10.7M
3
+$9.84M
4
XLB icon
State Street Materials Select Sector SPDR ETF
XLB
+$7.31M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$4.88M

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
626
$3K ﹤0.01%
21
627
$3K ﹤0.01%
17
628
$3K ﹤0.01%
101
629
$3K ﹤0.01%
58
630
$3K ﹤0.01%
+13
631
$3K ﹤0.01%
33
632
$3K ﹤0.01%
89
633
$3K ﹤0.01%
117
634
$3K ﹤0.01%
200
635
$3K ﹤0.01%
37
+8
636
$3K ﹤0.01%
100
637
$3K ﹤0.01%
114
+37
638
$3K ﹤0.01%
69
639
$2K ﹤0.01%
25
-23
640
$2K ﹤0.01%
24
-2,619
641
$2K ﹤0.01%
42
642
$2K ﹤0.01%
120
643
$2K ﹤0.01%
7
-4,841
644
$2K ﹤0.01%
18
-9
645
$2K ﹤0.01%
25
646
$2K ﹤0.01%
554
647
$2K ﹤0.01%
18
648
$2K ﹤0.01%
30
649
$2K ﹤0.01%
26
650
$2K ﹤0.01%
60
24 25
26
27 28