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
$100M
AUM Growth
-$51.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$4.74M
2
+$3.22M
3
+$2.37M
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$1.22M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$1.18M

Top Sells

1
+$7.56M
2
+$7.4M
3
+$6.43M
4
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$3.61M
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$3.61M

Sector Composition

1 Technology 7.41%
2 Healthcare 6.65%
3 Industrials 5.67%
4 Communication Services 4.88%
5 Consumer Discretionary 2.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$378K 0.38%
6,909
-372
77
$375K 0.37%
23,190
+10,357
78
$374K 0.37%
6,711
+1,283
79
$370K 0.37%
6,161
-672
80
$366K 0.37%
4,524
-219
81
$361K 0.36%
12,072
+4,842
82
$343K 0.34%
3,666
-200
83
$341K 0.34%
+2,439
84
$331K 0.33%
4,777
-48
85
$319K 0.32%
7,561
-3,098
86
$316K 0.32%
7,469
-4,049
87
$296K 0.3%
5,252
-9,855
88
$295K 0.29%
1,214
+48
89
$291K 0.29%
14,803
-1,445
90
$288K 0.29%
6,302
-4,530
91
$285K 0.28%
2,350
-115
92
$279K 0.28%
2,495
93
$273K 0.27%
10,327
-6,277
94
$271K 0.27%
1,944
+34
95
$264K 0.26%
2,117
-280
96
$260K 0.26%
5,572
97
$259K 0.26%
1,846
98
$257K 0.26%
14,987
+645
99
$249K 0.25%
6,660
+773
100
$237K 0.24%
7,211
+273
2 3
4
5 6