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
676
$2K ﹤0.01%
18
-346
677
$2K ﹤0.01%
30
-77
678
$2K ﹤0.01%
60
-58
679
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119
+6
680
$2K ﹤0.01%
46
681
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55
-5
682
$1K ﹤0.01%
500
683
$1K ﹤0.01%
19
-2
684
$1K ﹤0.01%
19
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685
$1K ﹤0.01%
100
686
$1K ﹤0.01%
+25
687
$1K ﹤0.01%
33
688
$1K ﹤0.01%
137
689
$1K ﹤0.01%
+16
690
$1K ﹤0.01%
5
691
$1K ﹤0.01%
16
692
$1K ﹤0.01%
113
693
$1K ﹤0.01%
160
694
$1K ﹤0.01%
100
695
$1K ﹤0.01%
255
696
$1K ﹤0.01%
200
697
$1K ﹤0.01%
44
698
$1K ﹤0.01%
204
699
– –
-148
700
– –
-4
26 27
28
29 30