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
$108M
AUM Growth
+$4.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$3.29M
2
+$2.9M
3
+$1.92M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.55M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.29M

Top Sells

1
+$2.09M
2
+$1.52M
3
+$1.23M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.2M
5
CVX icon
Chevron
CVX
+$927K

Sector Composition

1 Industrials 6.95%
2 Technology 5.03%
3 Consumer Staples 2.84%
4 Healthcare 2.07%
5 Consumer Discretionary 1.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$299K 0.28%
7,953
+227
52
$294K 0.27%
4,612
-77
53
$290K 0.27%
+1,343
54
$289K 0.27%
4,824
-182
55
$289K 0.27%
+2,396
56
$287K 0.26%
5,869
-2,318
57
$285K 0.26%
1,513
+43
58
$284K 0.26%
3,690
+170
59
$283K 0.26%
5,428
-580
60
$283K 0.26%
4,547
-4,480
61
$280K 0.26%
17,171
-5,242
62
$278K 0.26%
+5,976
63
$273K 0.25%
9,130
+733
64
$270K 0.25%
+2,550
65
$269K 0.25%
14,170
+1,657
66
$269K 0.25%
5,924
+41
67
$268K 0.25%
6,170
+298
68
$262K 0.24%
17,984
+1,000
69
$260K 0.24%
+5,498
70
$258K 0.24%
787
-98
71
$258K 0.24%
+1,489
72
$257K 0.24%
+4,960
73
$253K 0.23%
6,096
+969
74
$252K 0.23%
8,690
-772
75
$252K 0.23%
+1,147
1 2
3
4 5