CWA
Clarus Wealth Advisors Portfolio holdings
AUM
$216M
This Quarter Return
+2.65%
1 Year Return
+18.39%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$188M
AUM Growth
+$188M
(+6.6%)
Cap. Flow
+$2.35M
Cap. Flow
% of AUM
1.25%
Top 10 Holdings %
Top 10 Hldgs %
42.6%
Holding
144
New
14
Increased
59
Reduced
53
Closed
14
Top Buys
| 1 |
Vanguard Mega Cap Growth ETF
MGK
|
$3.34M |
| 2 |
iShares MSCI ACWI ETF
ACWI
|
$1.71M |
| 3 |
iShares MSCI USA Momentum Factor ETF
MTUM
|
$1.59M |
| 4 |
NVIDIA
NVDA
|
$1.56M |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
$859K |
Top Sells
| 1 |
iShares Core S&P Small-Cap ETF
IJR
|
$2.2M |
| 2 |
Apple
AAPL
|
$1.47M |
| 3 |
iShares MSCI EAFE ETF
EFA
|
$1.47M |
| 4 |
iShares S&P Mid-Cap 400 Growth ETF
IJK
|
$1.4M |
| 5 |
Salesforce
CRM
|
$628K |
Sector Composition
| 1 | Technology | 9.51% |
| 2 | Industrials | 2.28% |
| 3 | Consumer Discretionary | 1.51% |
| 4 | Healthcare | 1.22% |
| 5 | Energy | 1.17% |
