CWA
Clarus Wealth Advisors Portfolio holdings
AUM
$216M
This Quarter Return
+5.85%
1 Year Return
+18.39%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$104M
AUM Growth
–
Cap. Flow
+$104M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
60.43%
Holding
124
New
124
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares Russell 2000 Growth ETF
IWO
|
$11M |
| 2 |
iShares Russell 2000 Value ETF
IWN
|
$10.2M |
| 3 |
Materials Select Sector SPDR Fund
XLB
|
$7.99M |
| 4 |
iShares Core MSCI EAFE ETF
IEFA
|
$7.21M |
| 5 |
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% |
