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
$160M
AUM Growth
+$53K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$3.03M
2
+$2.13M
3
+$1.83M
4
XLC icon
The Communication Services Select Sector SPDR Fund
XLC
+$1.48M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.15M

Top Sells

1
+$1.94M
2
+$1.88M
3
+$1.68M
4
TMO icon
Thermo Fisher Scientific
TMO
+$1.01M
5
SLYV icon
SPDR S&P 600 Small Cap Value ETF
SLYV
+$931K

Sector Composition

1 Technology 6.44%
2 Industrials 2.06%
3 Financials 0.9%
4 Consumer Discretionary 0.61%
5 Healthcare 0.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$347K 0.22%
800
77
$344K 0.22%
7,076
+1,117
78
$330K 0.21%
2,940
+373
79
$322K 0.2%
31,048
+2,280
80
$311K 0.19%
1,822
+172
81
$303K 0.19%
9,308
-439
82
$277K 0.17%
1,176
-205
83
$270K 0.17%
3,930
-606
84
$269K 0.17%
3,969
+566
85
$259K 0.16%
5,561
+647
86
$257K 0.16%
5,013
+99
87
$253K 0.16%
8,283
+865
88
$252K 0.16%
4,352
+440
89
$240K 0.15%
1,050
90
$239K 0.15%
3,996
-147
91
$237K 0.15%
1,584
+191
92
$225K 0.14%
+10,960
93
$215K 0.13%
479
-145
94
$213K 0.13%
485
95
$203K 0.13%
+2,815
96
$203K 0.13%
+2,203
97
$159K 0.1%
10,622
-143
98
$154K 0.1%
11,469
-1,513
99
$144K 0.09%
+12,087
100
$103K 0.06%
2,875
2 3
4
5 6