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
$100M
AUM Growth
-$51.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$4.74M
2
+$3.22M
3
+$2.37M
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$1.22M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$1.18M

Top Sells

1
+$7.56M
2
+$7.4M
3
+$6.43M
4
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$3.61M
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$3.61M

Sector Composition

1 Technology 7.41%
2 Healthcare 6.65%
3 Industrials 5.67%
4 Communication Services 4.88%
5 Consumer Discretionary 2.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$563K 0.56%
4,892
-246
52
$561K 0.56%
3,790
+10
53
$559K 0.56%
3,682
-49
54
$550K 0.55%
14,370
+187
55
$545K 0.54%
3,703
-12
56
$539K 0.54%
+6,616
57
$531K 0.53%
3,276
+3
58
$519K 0.52%
3,363
+242
59
$498K 0.5%
6,303
-368
60
$497K 0.5%
+2,360
61
$488K 0.49%
16,245
+335
62
$485K 0.48%
8,071
+1,734
63
$473K 0.47%
2,304
64
$472K 0.47%
+32,455
65
$462K 0.46%
11,772
-659
66
$458K 0.46%
5,279
+241
67
$451K 0.45%
6,338
-2,522
68
$447K 0.45%
8,180
-20
69
$435K 0.43%
16,557
-3,709
70
$433K 0.43%
+2,570
71
$413K 0.41%
5,428
-730
72
$404K 0.4%
3,287
73
$400K 0.4%
8,154
-2,577
74
$396K 0.4%
12,593
+7,031
75
$390K 0.39%
7,893
-1,373
1 2
3
4 5