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
$104M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$11M
2
+$10.2M
3
+$7.99M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$7.21M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$7.16M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 8.24%
2 Technology 5.01%
3 Energy 3.44%
4 Consumer Staples 3.29%
5 Consumer Discretionary 2.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$335K 0.32%
+3,616
52
$318K 0.31%
+41,059
53
$316K 0.3%
+15,676
54
$309K 0.3%
+6,330
55
$303K 0.29%
+11,000
56
$296K 0.28%
+1,198
57
$296K 0.28%
+4,419
58
$295K 0.28%
+1,960
59
$294K 0.28%
+7,726
60
$287K 0.28%
+4,689
61
$286K 0.28%
+5,006
62
$283K 0.27%
+5,883
63
$278K 0.27%
+9,462
64
$277K 0.27%
+1,909
65
$277K 0.27%
+6,008
66
$277K 0.27%
+1,173
67
$274K 0.26%
+1,470
68
$265K 0.26%
+2,466
69
$261K 0.25%
+885
70
$259K 0.25%
+8,397
71
$257K 0.25%
+4,700
72
$256K 0.25%
+12,513
73
$254K 0.24%
+1,779
74
$250K 0.24%
+5,872
75
$244K 0.23%
+9,091
1 2
3
4 5