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
$201M
AUM Growth
+$4.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$1.1M
2
+$989K
3
+$940K
4
TJX icon
TJX Companies
TJX
+$815K
5
ARM icon
Arm
ARM
+$813K

Top Sells

1
+$802K
2
+$671K
3
+$627K
4
SNPS icon
Synopsys
SNPS
+$600K
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$468K

Sector Composition

1 Technology 8.84%
2 Consumer Discretionary 2.63%
3 Industrials 2.36%
4 Communication Services 0.97%
5 Financials 0.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$970K 0.48%
5,782
+318
52
$944K 0.47%
1,184
+451
53
$940K 0.47%
+3,454
54
$890K 0.44%
962
+126
55
$867K 0.43%
7,265
-437
56
$852K 0.42%
4,460
+224
57
$841K 0.42%
3,436
+624
58
$832K 0.41%
2,913
+649
59
$820K 0.41%
12,213
+2,961
60
$815K 0.41%
+6,802
61
$815K 0.41%
10,696
+1,500
62
$813K 0.4%
+5,930
63
$792K 0.39%
7,191
+975
64
$768K 0.38%
+7,967
65
$755K 0.38%
13,428
+2,032
66
$727K 0.36%
9,060
-192
67
$720K 0.36%
22,046
-315
68
$711K 0.35%
11,888
-386
69
$697K 0.35%
12,291
-643
70
$649K 0.32%
15,124
-459
71
$642K 0.32%
30,883
-914
72
$632K 0.31%
3,627
-35
73
$590K 0.29%
31,505
-297
74
$549K 0.27%
29,638
-306
75
$536K 0.27%
20,700
-233
1 2
3
4 5