Clarus Wealth Advisors Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Russell 1000 Value ETF
IWD
|
+$5.42M |
| 2 |
iShares Russell 1000 Growth ETF
IWF
|
+$2.71M |
| 3 |
iShares Russell 2000 Value ETF
IWN
|
+$2.28M |
| 4 |
iShares Russell 2000 Growth ETF
IWO
|
+$1.49M |
| 5 |
Chevron
CVX
|
+$950K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Core MSCI EAFE ETF
IEFA
|
+$5.72M |
| 2 |
State Street Materials Select Sector SPDR ETF
XLB
|
+$1.29M |
| 3 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$670K |
| 4 |
iShares Core S&P Small-Cap ETF
IJR
|
+$571K |
| 5 |
iShares S&P 500 Growth ETF
IVW
|
+$475K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Industrials | 6.35% |
| 2 | Technology | 5.8% |
| 3 | Consumer Staples | 2.99% |
| 4 | Healthcare | 2.94% |
| 5 | Consumer Discretionary | 2.87% |
Similar funds
Clarus Wealth Advisors's Q3 2018 Portfolio in Review
As of Q3 2018, Clarus Wealth Advisors held 802 positions worth $153M, up 16% from $132M the previous quarter. Its ten largest holdings account for 51% of the portfolio.
Clarus Wealth Advisors deployed $11.1M of net new capital in Q3 2018, opening 66 new positions and adding to 273 existing holdings. Its largest new stake was iShares 1-3 Year Treasury Bond ETF: 7,087 shares worth $589K.
By sector, the portfolio is most concentrated in Industrials at 6.4% of assets, down from 7.1% a quarter earlier, followed by Technology and Consumer Staples.
On the sell side, the largest reduction was iShares Core MSCI EAFE ETF, an estimated $5.72M trimmed.
- Clarus Wealth Advisors's largest Q3 2018 buy was iShares 1-3 Year Treasury Bond ETF: 7,087 shares worth $589K.
- Clarus Wealth Advisors added most to iShares Russell 1000 Value ETF in Q3 2018, an estimated $5.42M increase.
- Clarus Wealth Advisors's biggest Q3 2018 reduction was iShares Core MSCI EAFE ETF, cutting an estimated $5.72M.
- Clarus Wealth Advisors fully exited iShares S&P 500 Growth ETF in Q3 2018, selling an estimated $475K.
- Clarus Wealth Advisors's ten largest holdings make up 51% of its $153M portfolio in Q3 2018.
- Clarus Wealth Advisors opened 66 new positions and closed 93 in Q3 2018.
- Clarus Wealth Advisors's portfolio value rose 16% quarter-over-quarter to $153M.
Based on Clarus Wealth Advisors's 13F filing for Q3 2018, filed 3 Oct 2018.