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
$174M
AUM Growth
+$11.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1
+$3.94M
2
+$3.58M
3
+$1.71M
4
MDYV icon
SPDR S&P 400 Mid Cap Value ETF
MDYV
+$1.7M
5
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$1.68M

Top Sells

1
+$5M
2
+$3.88M
3
+$3.21M
4
SLYG icon
SPDR S&P 600 Small Cap Growth ETF
SLYG
+$2.26M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$1.39M

Sector Composition

1 Technology 7.3%
2 Industrials 1.59%
3 Consumer Discretionary 1.27%
4 Energy 0.93%
5 Healthcare 0.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$340K 0.2%
4,029
+226
77
$328K 0.19%
2,577
78
$326K 0.19%
1,248
+61
79
$326K 0.19%
1,500
80
$315K 0.18%
6,607
-451
81
$311K 0.18%
2,018
+201
82
$307K 0.18%
5,485
+401
83
$306K 0.18%
9,350
+138
84
$295K 0.17%
2,781
-126
85
$283K 0.16%
4,430
+82
86
$281K 0.16%
8,727
+455
87
$280K 0.16%
+11,457
88
$267K 0.15%
8,294
-3,894
89
$248K 0.14%
2,528
+251
90
$245K 0.14%
3,340
+326
91
$245K 0.14%
1,807
+223
92
$228K 0.13%
+525
93
$227K 0.13%
+1,826
94
$215K 0.12%
+1,300
95
$211K 0.12%
+1,250
96
$207K 0.12%
+1,141
97
$205K 0.12%
+2,240
98
$204K 0.12%
+461
99
$202K 0.12%
+5,348
100
$158K 0.09%
13,487
+1,045
1 2 3
4
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