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
$188M
AUM Growth
+$11.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1
+$3.34M
2
+$1.71M
3
+$1.59M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$859K
5
PLTR icon
Palantir
PLTR
+$836K

Top Sells

1
+$2.2M
2
+$1.47M
3
+$1.47M
4
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$1.4M
5
CRM icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$498K 0.26%
16,462
+5,149
77
$479K 0.25%
20,000
-6,824
78
$457K 0.24%
5,800
-316
79
$449K 0.24%
+33,811
80
$442K 0.23%
2,992
+198
81
$419K 0.22%
9,653
-584
82
$413K 0.22%
8,507
+239
83
$411K 0.22%
8,493
-885
84
$410K 0.22%
4,431
-451
85
$400K 0.21%
7,982
+310
86
$399K 0.21%
6,517
+196
87
$383K 0.2%
3,172
-385
88
$372K 0.2%
17,815
+704
89
$369K 0.2%
27,926
+563
90
$362K 0.19%
2,037
+328
91
$357K 0.19%
3,119
-79
92
$343K 0.18%
5,334
-106
93
$313K 0.17%
5,371
-264
94
$302K 0.16%
565
-178
95
$298K 0.16%
7,770
-833
96
$295K 0.16%
1,418
-60
97
$285K 0.15%
470
+1
98
$276K 0.15%
2,384
-94
99
$273K 0.14%
5,355
100
$272K 0.14%
4,856
+72
2 3
4
5 6