CWA
Clarus Wealth Advisors Portfolio holdings
AUM
$216M
This Quarter Return
+11.67%
1 Year Return
+18.39%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$169M
AUM Growth
–
Cap. Flow
+$169M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
40.59%
Holding
124
New
124
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$11.4M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$10.9M |
| 3 |
Apple
AAPL
|
$8.53M |
| 4 |
Pacer US Cash Cows 100 ETF
COWZ
|
$6.93M |
| 5 |
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% |
