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
$153M
AUM Growth
+$12.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$5.26M
2
+$3.87M
3
+$3.27M
4
ALTL icon
Pacer Lunt Large Cap Alternator ETF
ALTL
+$2.66M
5
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$2.63M

Top Sells

1
+$6.97M
2
+$3.66M
3
+$2.82M
4
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$2.52M
5
MDYG icon
SPDR S&P 400 Mid Cap Growth ETF
MDYG
+$1.99M

Sector Composition

1 Technology 6.76%
2 Industrials 2.48%
3 Energy 1.6%
4 Consumer Discretionary 1.58%
5 Healthcare 1.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$432K 0.28%
4,888
+263
77
$428K 0.28%
1,556
+40
78
$422K 0.28%
2,398
-377
79
$421K 0.28%
12,520
+2,470
80
$415K 0.27%
18,337
+4,089
81
$410K 0.27%
3,469
+430
82
$400K 0.26%
+915
83
$395K 0.26%
813
-59
84
$386K 0.25%
23,108
+2,882
85
$383K 0.25%
1,424
-41
86
$379K 0.25%
4,396
+523
87
$361K 0.24%
5,482
+844
88
$358K 0.23%
7,047
+1,332
89
$357K 0.23%
6,972
+681
90
$347K 0.23%
8,653
+968
91
$337K 0.22%
6,994
+827
92
$329K 0.22%
7,909
+1,111
93
$328K 0.21%
15,302
+2,157
94
$325K 0.21%
2,904
+499
95
$324K 0.21%
1,566
96
$319K 0.21%
9,510
+1,673
97
$313K 0.21%
4,283
+918
98
$309K 0.2%
3,676
+49
99
$308K 0.2%
2,147
+274
100
$304K 0.2%
3,302
+654
2 3
4
5 6