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
$150M
AUM Growth
+$21.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1
+$1.35M
2
+$1.23M
3
+$1.15M
4
XSD icon
SPDR S&P Semiconductor ETF
XSD
+$846K
5
SPSM icon
SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$831K

Top Sells

1
+$1.32M
2
+$1.03M
3
+$629K
4
META icon
Meta Platforms (Facebook)
META
+$482K
5
BA icon
Boeing
BA
+$448K

Sector Composition

1 Technology 6.82%
2 Healthcare 4.5%
3 Industrials 4.46%
4 Consumer Discretionary 3.32%
5 Communication Services 2.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$384K 0.26%
1,846
77
$382K 0.25%
3,264
-682
78
$382K 0.25%
3,202
+95
79
$373K 0.25%
9,889
80
$373K 0.25%
+1,796
81
$367K 0.24%
+2,499
82
$365K 0.24%
1,679
83
$365K 0.24%
6,000
84
$364K 0.24%
5,165
-140
85
$361K 0.24%
+2,436
86
$358K 0.24%
2,000
87
$351K 0.23%
965
-23
88
$350K 0.23%
+775
89
$347K 0.23%
+2,611
90
$342K 0.23%
1,346
-20
91
$337K 0.22%
+3,868
92
$333K 0.22%
2,414
93
$329K 0.22%
3,666
94
$324K 0.22%
+804
95
$323K 0.21%
12,318
-50
96
$321K 0.21%
4,836
+33
97
$317K 0.21%
+607
98
$298K 0.2%
3,273
-4,098
99
$291K 0.19%
9,410
-82
100
$287K 0.19%
3,021
-9
2 3
4
5 6