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
$153M
AUM Growth
+$20.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
802
New
Increased
Reduced
Closed

Top Buys

1
+$5.47M
2
+$2.79M
3
+$2.25M
4
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$1.51M
5
CVX icon
Chevron
CVX
+$958K

Top Sells

1
+$5.77M
2
+$1.27M
3
+$665K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$563K
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$475K

Sector Composition

1 Industrials 6.35%
2 Technology 5.8%
3 Consumer Staples 2.99%
4 Healthcare 2.94%
5 Consumer Discretionary 2.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$341K 0.22%
7,045
-185
52
$338K 0.22%
9,108
+7,594
53
$333K 0.22%
5,520
+560
54
$325K 0.21%
8,534
+5,487
55
$324K 0.21%
1,202
-141
56
$317K 0.21%
6,065
-105
57
$317K 0.21%
854
+67
58
$314K 0.21%
5,821
+5,299
59
$312K 0.2%
1,730
-103
60
$308K 0.2%
4,382
-230
61
$303K 0.2%
5,334
+1,430
62
$297K 0.19%
1,308
-181
63
$293K 0.19%
3,674
-16
64
$292K 0.19%
+1,463
65
$291K 0.19%
+2,112
66
$291K 0.19%
5,409
+1,215
67
$291K 0.19%
1,638
+1,595
68
$290K 0.19%
+14,658
69
$288K 0.19%
1,421
+6
70
$287K 0.19%
+20,250
71
$287K 0.19%
+3,235
72
$285K 0.19%
10,124
+1,434
73
$284K 0.19%
6,013
+89
74
$284K 0.19%
+1,452
75
$284K 0.19%
6,080
-16
1 2
3
4 5