CWA
Clarus Wealth Advisors Portfolio holdings
AUM
$216M
This Quarter Return
-0.45%
1 Year Return
+18.39%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$163M
AUM Growth
+$163M
(+1.8%)
Cap. Flow
+$4.91M
Cap. Flow
% of AUM
3.02%
Top 10 Holdings %
Top 10 Hldgs %
49.96%
Holding
112
New
12
Increased
44
Reduced
40
Closed
9
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$2.01M |
| 2 |
SPDR Portfolio S&P 600 Small Cap ETF
SPSM
|
$1.6M |
| 3 |
Vanguard Total Stock Market ETF
VTI
|
$1.52M |
| 4 |
iShares TIPS Bond ETF
TIP
|
$1.11M |
| 5 |
NVIDIA
NVDA
|
$603K |
Top Sells
| 1 |
iShares Core S&P Small-Cap ETF
IJR
|
$3.07M |
| 2 |
Vanguard Small-Cap Growth ETF
VBK
|
$1.68M |
| 3 |
Energy Select Sector SPDR Fund
XLE
|
$888K |
| 4 |
Plug Power
PLUG
|
$579K |
| 5 |
Materials Select Sector SPDR Fund
XLB
|
$486K |
Sector Composition
| 1 | Technology | 6.48% |
| 2 | Industrials | 1.51% |
| 3 | Financials | 1.02% |
| 4 | Consumer Discretionary | 0.93% |
| 5 | Healthcare | 0.86% |
