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
$159M
AUM Growth
+$6.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Buys

1
+$6.69M
2
+$5.77M
3
+$4.53M
4
ECOW icon
Pacer Emerging Markets Cash Cows 100 ETF
ECOW
+$3.68M
5
ALTL icon
Pacer Lunt Large Cap Alternator ETF
ALTL
+$3.19M

Top Sells

1
+$3.87M
2
+$3.54M
3
+$3.5M
4
SLYG icon
SPDR S&P 600 Small Cap Growth ETF
SLYG
+$3.46M
5
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$3.44M

Sector Composition

1 Technology 7.2%
2 Financials 5.9%
3 Industrials 2.38%
4 Consumer Discretionary 1.59%
5 Healthcare 1.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$447K 0.28%
+9,839
77
$442K 0.28%
+3,059
78
$430K 0.27%
+1,145
79
$429K 0.27%
2,723
-12
80
$419K 0.26%
16,622
-3,327
81
$397K 0.25%
1,074
+159
82
$388K 0.24%
+6,519
83
$388K 0.24%
868
-98
84
$385K 0.24%
7,826
+832
85
$376K 0.24%
8,317
-4,447
86
$370K 0.23%
+9,123
87
$360K 0.23%
+1,595
88
$360K 0.23%
3,814
-3,692
89
$360K 0.23%
10,797
+1,287
90
$354K 0.22%
8,614
+705
91
$354K 0.22%
8,920
+267
92
$345K 0.22%
+8,095
93
$340K 0.21%
6,771
-276
94
$337K 0.21%
5,327
-155
95
$335K 0.21%
2,381
+234
96
$323K 0.2%
3,712
+36
97
$318K 0.2%
3,132
+228
98
$289K 0.18%
3,191
-111
99
$283K 0.18%
6,000
-5,735
100
$279K 0.18%
4,015
-268
2 3
4
5 6