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
$140M
AUM Growth
-$1.89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$3.5M
2
+$904K
3
+$813K
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$762K
5
AMZN icon
Amazon
AMZN
+$583K

Top Sells

1
+$1.47M
2
+$978K
3
+$939K
4
RTX icon
RTX Corp
RTX
+$604K
5
IDEV icon
iShares Core MSCI International Developed Markets ETF
IDEV
+$583K

Sector Composition

1 Technology 7.48%
2 Industrials 1.95%
3 Consumer Discretionary 1.63%
4 Healthcare 1.27%
5 Energy 1.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$504K 0.36%
1,081
+122
52
$503K 0.36%
11,327
+281
53
$500K 0.36%
6,669
-16
54
$471K 0.34%
+12,035
55
$471K 0.34%
+8,531
56
$467K 0.33%
913
+69
57
$457K 0.33%
+17,555
58
$453K 0.32%
4,580
+729
59
$453K 0.32%
+4,625
60
$452K 0.32%
+24,491
61
$436K 0.31%
+5,005
62
$436K 0.31%
2,775
+217
63
$435K 0.31%
872
-39
64
$435K 0.31%
7,535
-1,081
65
$435K 0.31%
2,465
-308
66
$430K 0.31%
1,327
-235
67
$415K 0.3%
8,909
-305
68
$412K 0.29%
+16,249
69
$400K 0.29%
5,989
-368
70
$399K 0.28%
6,818
+130
71
$396K 0.28%
+1,755
72
$395K 0.28%
2,211
+205
73
$391K 0.28%
948
+29
74
$391K 0.28%
1,516
-26
75
$389K 0.28%
1,361
+121
1 2
3
4 5