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
$153M
AUM Growth
+$20.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
802
New
Increased
Reduced
Closed

Top Buys

1
+$5.47M
2
+$2.79M
3
+$2.25M
4
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$1.51M
5
CVX icon
Chevron
CVX
+$958K

Top Sells

1
+$5.77M
2
+$1.27M
3
+$665K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$563K
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$475K

Sector Composition

1 Industrials 6.35%
2 Technology 5.8%
3 Consumer Staples 2.99%
4 Healthcare 2.94%
5 Consumer Discretionary 2.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$3K ﹤0.01%
19
-3
652
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+14
653
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42
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+50
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660
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70
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27
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25
664
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17
665
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554
666
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101
+1
667
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668
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26
669
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89
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670
$3K ﹤0.01%
+29
671
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100
672
$2K ﹤0.01%
46
673
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34
-7
674
$2K ﹤0.01%
+68
675
$2K ﹤0.01%
134
25 26
27
28 29