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
$153M
AUM Growth
+$12.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$5.26M
2
+$3.87M
3
+$3.27M
4
ALTL icon
Pacer Lunt Large Cap Alternator ETF
ALTL
+$2.66M
5
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$2.63M

Top Sells

1
+$6.97M
2
+$3.66M
3
+$2.82M
4
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$2.52M
5
MDYG icon
SPDR S&P 400 Mid Cap Growth ETF
MDYG
+$1.99M

Sector Composition

1 Technology 6.76%
2 Industrials 2.48%
3 Energy 1.6%
4 Consumer Discretionary 1.58%
5 Healthcare 1.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$596K 0.39%
+3,923
52
$580K 0.38%
12,764
+1,437
53
$561K 0.37%
9,723
+1,192
54
$556K 0.36%
5,828
-862
55
$556K 0.36%
19,079
+2,830
56
$540K 0.35%
28,764
+4,273
57
$538K 0.35%
10,099
+1,190
58
$522K 0.34%
7,851
+1,033
59
$520K 0.34%
11,735
-300
60
$514K 0.34%
+4,416
61
$507K 0.33%
+4,026
62
$498K 0.33%
19,949
-44,647
63
$493K 0.32%
868
-45
64
$487K 0.32%
4,427
-153
65
$484K 0.32%
1,430
+69
66
$472K 0.31%
32,199
+4,918
67
$469K 0.31%
1,330
+3
68
$459K 0.3%
4,329
-676
69
$454K 0.3%
943
-138
70
$448K 0.29%
7,170
-365
71
$447K 0.29%
2,322
-143
72
$443K 0.29%
966
+18
73
$441K 0.29%
1,783
+28
74
$438K 0.29%
5,841
-148
75
$437K 0.29%
2,735
+361
1 2
3
4 5