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CWA

Clarus Wealth Advisors Portfolio holdings

AUM $235M
1-Year Est. Return 25.09%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$63.6M
AUM Growth
-$89.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
739
New
Increased
Reduced
Closed

Top Buys

1
+$1.67M
2
+$1.44M
3
+$404K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$269K
5
KSS icon
Kohl's
KSS
+$264K

Top Sells

1
+$14.8M
2
+$13.6M
3
+$10.8M
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$10.7M
5
XLB icon
State Street Materials Select Sector SPDR ETF
XLB
+$7.64M

Sector Composition

1 Industrials 11.31%
2 Technology 10.56%
3 Healthcare 6.75%
4 Consumer Staples 6.45%
5 Consumer Discretionary 5.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
– –
-64
702
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703
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-1,641
704
– –
-965
705
– –
-2,000
706
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-7,260
707
$0 ﹤0.01%
137
708
$0 ﹤0.01%
5
709
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-347
710
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-225
711
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-2,000
712
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-610
713
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-3,831
714
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-2,112
715
$0 ﹤0.01%
16
716
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-1,936
717
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-20,192
718
$0 ﹤0.01%
16
719
$0 ﹤0.01%
1
-352
720
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721
$0 ﹤0.01%
113
722
$0 ﹤0.01%
22
723
$0 ﹤0.01%
2
724
– –
-100
725
– –
-55
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