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
$163M
AUM Growth
+$2.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$2.01M
2
+$1.59M
3
+$1.52M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$1.11M
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$548K

Top Sells

1
+$3.07M
2
+$1.68M
3
+$888K
4
PLUG icon
Plug Power
PLUG
+$579K
5
XLB icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$480K 0.3%
839
-57
52
$479K 0.29%
8,719
-93
53
$475K 0.29%
+2,056
54
$468K 0.29%
1,214
-29
55
$468K 0.29%
+1,420
56
$466K 0.29%
+1,600
57
$466K 0.29%
3,682
+104
58
$464K 0.29%
1,784
+144
59
$460K 0.28%
4,939
-78
60
$460K 0.28%
+2,696
61
$451K 0.28%
538
+26
62
$450K 0.28%
3,840
63
$445K 0.27%
+1,421
64
$441K 0.27%
14,137
+211
65
$439K 0.27%
1,117
+104
66
$437K 0.27%
7,910
-116
67
$435K 0.27%
895
-17
68
$402K 0.25%
12,188
69
$384K 0.24%
2,510
-87
70
$379K 0.23%
30,566
-482
71
$373K 0.23%
13,911
-273
72
$368K 0.23%
4,232
+50
73
$355K 0.22%
9,266
74
$351K 0.22%
+10,607
75
$339K 0.21%
7,058
-18
1 2
3
4 5