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
$153M
AUM Growth
+$20.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
802
New
Increased
Reduced
Closed

Top Buys

1
+$5.47M
2
+$2.79M
3
+$2.25M
4
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$1.51M
5
CVX icon
Chevron
CVX
+$958K

Top Sells

1
+$5.77M
2
+$1.27M
3
+$665K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$563K
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$475K

Sector Composition

1 Industrials 6.35%
2 Technology 5.8%
3 Consumer Staples 2.99%
4 Healthcare 2.94%
5 Consumer Discretionary 2.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$282K 0.18%
+2,539
77
$282K 0.18%
3,831
+240
78
$281K 0.18%
2,643
+89
79
$280K 0.18%
1,575
+57
80
$274K 0.18%
1,641
+374
81
$269K 0.18%
1,666
-12
82
$269K 0.18%
8,700
-2,050
83
$265K 0.17%
+965
84
$262K 0.17%
8,361
+1,461
85
$261K 0.17%
7,041
-912
86
$260K 0.17%
4,614
-291
87
$260K 0.17%
5,254
+904
88
$258K 0.17%
5,643
-805
89
$254K 0.17%
4,398
-179
90
$252K 0.16%
1,609
+114
91
$251K 0.16%
10,611
+1,521
92
$250K 0.16%
4,143
-404
93
$250K 0.16%
2,841
+534
94
$248K 0.16%
19,800
+2,592
95
$247K 0.16%
2,962
+789
96
$243K 0.16%
1,428
+8
97
$243K 0.16%
13,333
-837
98
$242K 0.16%
5,700
+1,800
99
$241K 0.16%
643
100
$240K 0.16%
1,936
-1,961
2 3
4
5 6