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
$188M
AUM Growth
+$11.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1
+$3.34M
2
+$1.71M
3
+$1.59M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$859K
5
PLTR icon
Palantir
PLTR
+$836K

Top Sells

1
+$2.2M
2
+$1.47M
3
+$1.47M
4
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$1.4M
5
CRM icon
Salesforce
CRM
+$628K

Sector Composition

1 Technology 9.51%
2 Industrials 2.28%
3 Consumer Discretionary 1.51%
4 Healthcare 1.22%
5 Energy 1.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$742K 0.39%
4,036
+530
52
$737K 0.39%
7,329
-393
53
$716K 0.38%
810
-103
54
$690K 0.37%
12,500
-1,307
55
$689K 0.37%
2,448
-347
56
$676K 0.36%
+4,638
57
$671K 0.36%
9,167
+165
58
$670K 0.36%
10,534
-344
59
$664K 0.35%
1,072
+2
60
$647K 0.34%
2,418
-15
61
$646K 0.34%
15,828
-1,321
62
$626K 0.33%
10,154
+493
63
$625K 0.33%
3,996
-72
64
$622K 0.33%
3,583
-23
65
$620K 0.33%
32,077
+53
66
$602K 0.32%
31,958
-1,052
67
$600K 0.32%
+8,662
68
$595K 0.32%
12,955
+745
69
$586K 0.31%
+5,776
70
$583K 0.31%
21,084
-183
71
$575K 0.31%
3,548
-125
72
$574K 0.31%
16,497
+606
73
$556K 0.3%
30,136
+971
74
$543K 0.29%
8,393
-644
75
$507K 0.27%
6,710
-651
1 2
3
4 5