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
$161M
AUM Growth
-$13.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$4.05M
2
+$3.74M
3
+$1.97M
4
XAR icon
SPDR S&P Aerospace & Defense ETF
XAR
+$1.24M
5
DVY icon
iShares Select Dividend ETF
DVY
+$1.2M

Top Sells

1
+$4.74M
2
+$3.28M
3
+$2.79M
4
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$1.93M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$1.51M

Sector Composition

1 Technology 7.83%
2 Industrials 1.92%
3 Healthcare 1.65%
4 Consumer Discretionary 1.45%
5 Financials 0.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$339K 0.21%
1,041
-9
77
$329K 0.2%
7,373
+766
78
$323K 0.2%
3,295
-734
79
$319K 0.2%
1,274
+26
80
$317K 0.2%
10,090
+740
81
$315K 0.2%
3,353
+572
82
$313K 0.19%
6,092
-846
83
$305K 0.19%
8,822
+95
84
$292K 0.18%
5,523
+38
85
$290K 0.18%
9,052
+758
86
$284K 0.18%
4,009
-421
87
$272K 0.17%
2,194
+387
88
$263K 0.16%
1,500
89
$263K 0.16%
+2,776
90
$259K 0.16%
+2,404
91
$246K 0.15%
+1,135
92
$244K 0.15%
2,545
+17
93
$243K 0.15%
3,382
+42
94
$225K 0.14%
2,014
-226
95
$223K 0.14%
14,584
+3,127
96
$222K 0.14%
13,487
97
$215K 0.13%
+1,575
98
$215K 0.13%
+421
99
$214K 0.13%
+933
100
$214K 0.13%
+533
2 3
4
5 6