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
676
$2K ﹤0.01%
100
677
$2K ﹤0.01%
18
-346
678
$2K ﹤0.01%
30
-77
679
$2K ﹤0.01%
60
-58
680
$2K ﹤0.01%
119
+6
681
$2K ﹤0.01%
55
-5
682
$1K ﹤0.01%
33
683
$1K ﹤0.01%
137
684
$1K ﹤0.01%
19
-2
685
$1K ﹤0.01%
19
-17
686
$1K ﹤0.01%
16
687
$1K ﹤0.01%
113
688
$1K ﹤0.01%
160
689
$1K ﹤0.01%
100
690
$1K ﹤0.01%
255
691
$1K ﹤0.01%
200
692
$1K ﹤0.01%
44
693
$1K ﹤0.01%
100
694
$1K ﹤0.01%
+25
695
$1K ﹤0.01%
+16
696
$1K ﹤0.01%
5
697
$1K ﹤0.01%
204
698
$1K ﹤0.01%
500
699
– –
-370
700
$0 ﹤0.01%
16
26 27
28
29 30