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
$159M
AUM Growth
+$6.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Buys

1
+$6.69M
2
+$5.77M
3
+$4.53M
4
ECOW icon
Pacer Emerging Markets Cash Cows 100 ETF
ECOW
+$3.68M
5
ALTL icon
Pacer Lunt Large Cap Alternator ETF
ALTL
+$3.19M

Top Sells

1
+$3.87M
2
+$3.54M
3
+$3.5M
4
SLYG icon
SPDR S&P 600 Small Cap Growth ETF
SLYG
+$3.46M
5
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$3.44M

Sector Composition

1 Technology 7.2%
2 Financials 5.9%
3 Industrials 2.38%
4 Consumer Discretionary 1.59%
5 Healthcare 1.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$636K 0.4%
1,192
+673
52
$630K 0.4%
+3,406
53
$629K 0.4%
27,003
+8,666
54
$625K 0.39%
6,171
+343
55
$614K 0.39%
+22,146
56
$612K 0.39%
10,537
+814
57
$584K 0.37%
18,443
-2,056
58
$576K 0.36%
14,935
+2,415
59
$557K 0.35%
+33,372
60
$533K 0.34%
10,333
+234
61
$531K 0.33%
8,079
+228
62
$530K 0.33%
4,891
+3
63
$523K 0.33%
1,375
-55
64
$509K 0.32%
34,689
+2,490
65
$506K 0.32%
3,929
-487
66
$504K 0.32%
+2,334
67
$500K 0.31%
869
+1
68
$492K 0.31%
4,276
-151
69
$472K 0.3%
3,922
-104
70
$466K 0.29%
2,359
+37
71
$460K 0.29%
+3,648
72
$460K 0.29%
2,177
+611
73
$458K 0.29%
4,371
+42
74
$455K 0.29%
937
-6
75
$450K 0.28%
+2,662
1 2
3
4 5