CWA

Clarus Wealth Advisors Portfolio holdings

AUM $241M
1-Year Est. Return 22.85%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.85%
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%
18
-28
652
$3K ﹤0.01%
120
-30
653
$3K ﹤0.01%
120
+43
654
$3K ﹤0.01%
+50
655
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+117
656
$3K ﹤0.01%
150
657
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27
+4
658
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29
659
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25
660
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17
661
$3K ﹤0.01%
554
662
$3K ﹤0.01%
101
+1
663
$3K ﹤0.01%
+52
664
$3K ﹤0.01%
26
665
$3K ﹤0.01%
89
+1
666
$3K ﹤0.01%
+29
667
$3K ﹤0.01%
100
668
$3K ﹤0.01%
+40
669
$3K ﹤0.01%
223
+19
670
$3K ﹤0.01%
+77
671
$3K ﹤0.01%
56
672
$2K ﹤0.01%
34
-7
673
$2K ﹤0.01%
+68
674
$2K ﹤0.01%
134
675
$2K ﹤0.01%
100
25 26
27
28 29