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
$169M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1 +$11.4M
2 +$10.9M
3 +$8.53M
4
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$6.93M
5
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$6.54M

Top Sells

No sells this quarter

Sector Composition

1 Technology 8.53%
2 Industrials 2.45%
3 Financials 1.28%
4 Consumer Discretionary 1.14%
5 Healthcare 1.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$738K 0.44%
+4,805
52
$692K 0.41%
+17,269
53
$690K 0.41%
+10,410
54
$674K 0.4%
+4,145
55
$647K 0.38%
+38,454
56
$632K 0.37%
+4,403
57
$632K 0.37%
+33,360
58
$630K 0.37%
+916
59
$626K 0.37%
+4,124
60
$619K 0.37%
+13,556
61
$610K 0.36%
+21,307
62
$606K 0.36%
+3,363
63
$596K 0.35%
+27,742
64
$595K 0.35%
+2,169
65
$582K 0.34%
+3,092
66
$581K 0.34%
+3,855
67
$570K 0.34%
+17,067
68
$556K 0.33%
+2,347
69
$554K 0.33%
+2,906
70
$552K 0.33%
+9,344
71
$545K 0.32%
+9,836
72
$534K 0.32%
+29,897
73
$534K 0.32%
+7,693
74
$514K 0.3%
+2,686
75
$488K 0.29%
+987