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
$174M
AUM Growth
+$11.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1
+$3.94M
2
+$3.58M
3
+$1.71M
4
MDYV icon
SPDR S&P 400 Mid Cap Value ETF
MDYV
+$1.7M
5
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$1.68M

Top Sells

1
+$5M
2
+$3.88M
3
+$3.21M
4
SLYG icon
SPDR S&P 600 Small Cap Growth ETF
SLYG
+$2.26M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$1.39M

Sector Composition

1 Technology 7.3%
2 Industrials 1.59%
3 Consumer Discretionary 1.27%
4 Energy 0.93%
5 Healthcare 0.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$505K 0.29%
3,304
-378
52
$502K 0.29%
1,330
-250
53
$499K 0.29%
1,948
-108
54
$492K 0.28%
4,862
-337
55
$489K 0.28%
1,257
-163
56
$483K 0.28%
773
-66
57
$479K 0.28%
1,387
-34
58
$478K 0.28%
1,225
+11
59
$473K 0.27%
998
-119
60
$463K 0.27%
1,440
-160
61
$461K 0.27%
+7,155
62
$441K 0.25%
866
-29
63
$438K 0.25%
+6,121
64
$427K 0.25%
24,592
-5,974
65
$427K 0.25%
15,782
+1,871
66
$420K 0.24%
7,372
-538
67
$418K 0.24%
1,880
+168
68
$387K 0.22%
1,050
69
$386K 0.22%
+1,622
70
$383K 0.22%
+1,442
71
$376K 0.22%
7,356
-3,303
72
$375K 0.22%
6,938
-1,781
73
$373K 0.21%
10,650
+43
74
$348K 0.2%
14,195
+58
75
$345K 0.2%
6,278
-142
1 2
3
4 5