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
$160M
AUM Growth
+$53K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$3.03M
2
+$2.13M
3
+$1.83M
4
XLC icon
The Communication Services Select Sector SPDR Fund
XLC
+$1.48M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.15M

Top Sells

1
+$1.94M
2
+$1.88M
3
+$1.68M
4
TMO icon
Thermo Fisher Scientific
TMO
+$1.01M
5
SLYV icon
SPDR S&P 600 Small Cap Value ETF
SLYV
+$931K

Sector Composition

1 Technology 6.44%
2 Industrials 2.06%
3 Financials 0.9%
4 Consumer Discretionary 0.61%
5 Healthcare 0.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$499K 0.31%
5,268
-31
52
$497K 0.31%
1,640
+10
53
$488K 0.31%
8,812
-23
54
$486K 0.3%
5,834
+624
55
$475K 0.3%
13,926
+1,549
56
$473K 0.3%
1,243
+104
57
$469K 0.29%
512
+19
58
$466K 0.29%
3,578
+406
59
$464K 0.29%
5,017
+36
60
$461K 0.29%
896
-1,971
61
$451K 0.28%
912
+20
62
$451K 0.28%
+3,077
63
$450K 0.28%
+4,586
64
$450K 0.28%
3,840
65
$441K 0.28%
8,026
+916
66
$440K 0.28%
1,081
-207
67
$434K 0.27%
4,656
+34
68
$426K 0.27%
+8,658
69
$421K 0.26%
1,013
+425
70
$410K 0.26%
4,182
+428
71
$407K 0.25%
12,188
+1,297
72
$403K 0.25%
2,597
-25
73
$393K 0.25%
14,184
+304
74
$365K 0.23%
9,266
75
$353K 0.22%
6,578
+200
1 2
3
4 5