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
$108M
AUM Growth
+$4.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$3.29M
2
+$2.9M
3
+$1.92M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.55M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.29M

Top Sells

1
+$2.09M
2
+$1.52M
3
+$1.23M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.2M
5
CVX icon
Chevron
CVX
+$927K

Sector Composition

1 Industrials 6.95%
2 Technology 5.03%
3 Consumer Staples 2.84%
4 Healthcare 2.07%
5 Consumer Discretionary 1.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$251K 0.23%
+3,305
77
$250K 0.23%
2,646
-3,238
78
$249K 0.23%
1,833
-76
79
$245K 0.23%
3,318
+150
80
$244K 0.23%
1,518
-29
81
$242K 0.22%
1,415
+2
82
$239K 0.22%
+4,014
83
$238K 0.22%
+2,554
84
$236K 0.22%
+6,505
85
$235K 0.22%
+4,874
86
$232K 0.21%
12,716
+2,517
87
$230K 0.21%
3,504
+222
88
$227K 0.21%
1,419
+67
89
$226K 0.21%
6,448
+353
90
$226K 0.21%
3,900
-800
91
$225K 0.21%
4,905
+254
92
$224K 0.21%
3,879
-540
93
$224K 0.21%
7,462
+26
94
$222K 0.2%
22,745
+2,300
95
$222K 0.2%
12,155
+696
96
$221K 0.2%
3,465
+183
97
$219K 0.2%
4,796
+265
98
$218K 0.2%
1,420
99
$216K 0.2%
9,090
-1
100
$216K 0.2%
+4,577
2 3
4
5 6