CWA
Clarus Wealth Advisors Portfolio holdings
AUM
$216M
This Quarter Return
-4.26%
1 Year Return
+18.39%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$140M
AUM Growth
+$140M
(-1.3%)
Cap. Flow
+$4.52M
Cap. Flow
% of AUM
3.23%
Top 10 Holdings %
Top 10 Hldgs %
41.74%
Holding
120
New
22
Increased
44
Reduced
41
Closed
13
Top Buys
| 1 |
iShares Core US Aggregate Bond ETF
AGG
|
$3.5M |
| 2 |
Invesco QQQ Trust
QQQ
|
$904K |
| 3 |
ProShares Short S&P500
SH
|
$813K |
| 4 |
Schwab US Large-Cap Growth ETF
SCHG
|
$762K |
| 5 |
Amazon
AMZN
|
$583K |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$1.47M |
| 2 |
iShares Select Dividend ETF
DVY
|
$978K |
| 3 |
Energy Select Sector SPDR Fund
XLE
|
$939K |
| 4 |
RTX Corp
RTX
|
$604K |
| 5 |
iShares Core MSCI International Developed Markets ETF
IDEV
|
$583K |
Sector Composition
| 1 | Technology | 7.48% |
| 2 | Industrials | 1.95% |
| 3 | Consumer Discretionary | 1.63% |
| 4 | Healthcare | 1.27% |
| 5 | Energy | 1.06% |
