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
$161M
AUM Growth
-$13.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$4.05M
2
+$3.74M
3
+$1.97M
4
XAR icon
SPDR S&P Aerospace & Defense ETF
XAR
+$1.24M
5
DVY icon
iShares Select Dividend ETF
DVY
+$1.2M

Top Sells

1
+$4.74M
2
+$3.28M
3
+$2.79M
4
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$1.93M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$1.51M

Sector Composition

1 Technology 7.83%
2 Industrials 1.92%
3 Healthcare 1.65%
4 Consumer Discretionary 1.45%
5 Financials 0.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$511K 0.32%
1,563
+233
52
$496K 0.31%
+6,329
53
$488K 0.3%
5,425
+563
54
$487K 0.3%
8,007
+852
55
$484K 0.3%
3,019
+3
56
$483K 0.3%
+1,111
57
$481K 0.3%
+7,916
58
$477K 0.3%
814
+41
59
$459K 0.29%
6,581
+460
60
$457K 0.28%
8,722
+1,350
61
$457K 0.28%
+17,063
62
$443K 0.28%
1,444
+187
63
$440K 0.27%
+2,284
64
$438K 0.27%
+5,371
65
$435K 0.27%
2,024
+402
66
$430K 0.27%
1,809
+367
67
$427K 0.27%
899
+33
68
$424K 0.26%
2,558
-19
69
$422K 0.26%
3,500
+196
70
$422K 0.26%
16,680
+898
71
$416K 0.26%
22,961
+8,766
72
$414K 0.26%
1,918
+38
73
$400K 0.25%
7,914
+558
74
$355K 0.22%
6,621
+343
75
$352K 0.22%
2,319
+301
1 2
3
4 5