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
$196M
AUM Growth
+$8.14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$1.21M
2
+$927K
3
+$659K
4
CMG icon
Chipotle Mexican Grill
CMG
+$646K
5
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$469K

Top Sells

1
+$586K
2
+$575K
3
+$449K
4
NBIX icon
Neurocrine Biosciences
NBIX
+$256K
5
PLTR icon
Palantir
PLTR
+$243K

Sector Composition

1 Technology 9.02%
2 Industrials 2.79%
3 Consumer Discretionary 1.77%
4 Healthcare 1.1%
5 Financials 1.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$837K 0.43%
4,628
+92
52
$802K 0.41%
4,689
+653
53
$792K 0.4%
22,361
-692
54
$744K 0.38%
9,252
-1,282
55
$740K 0.38%
6,216
+1,578
56
$731K 0.37%
9,252
+85
57
$730K 0.37%
836
+26
58
$725K 0.37%
12,274
-226
59
$698K 0.36%
2,812
+364
60
$697K 0.36%
15,583
-245
61
$690K 0.35%
4,236
+320
62
$671K 0.34%
8,996
+334
63
$659K 0.34%
+733
64
$652K 0.33%
9,196
-958
65
$649K 0.33%
2,264
-154
66
$648K 0.33%
31,797
-280
67
$646K 0.33%
+11,396
68
$627K 0.32%
3,346
-237
69
$620K 0.32%
3,662
-334
70
$606K 0.31%
31,802
-156
71
$600K 0.31%
1,212
+140
72
$594K 0.3%
16,294
-203
73
$594K 0.3%
12,934
-21
74
$589K 0.3%
20,933
-151
75
$575K 0.29%
8,288
-105
1 2
3
4 5