CWA
Clarus Wealth Advisors Portfolio holdings
AUM
$216M
This Quarter Return
-14.66%
1 Year Return
+18.39%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$142M
AUM Growth
+$142M
(-12%)
Cap. Flow
-$1.37M
Cap. Flow
% of AUM
-0.97%
Top 10 Holdings %
Top 10 Hldgs %
42.22%
Holding
124
New
15
Increased
47
Reduced
34
Closed
26
Top Buys
Top Sells
| 1 |
iShares Floating Rate Bond ETF
FLOT
|
$2.16M |
| 2 |
Vanguard Mega Cap Growth ETF
MGK
|
$1.68M |
| 3 |
Vanguard Total Stock Market ETF
VTI
|
$1.18M |
| 4 |
iShares MSCI ACWI ETF
ACWI
|
$537K |
| 5 |
Marriott International Class A Common Stock
MAR
|
$528K |
Sector Composition
| 1 | Technology | 7.68% |
| 2 | Industrials | 1.92% |
| 3 | Healthcare | 1.38% |
| 4 | Consumer Discretionary | 0.85% |
| 5 | Energy | 0.66% |
