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
$196M
AUM Growth
+$8.14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$1.21M
2
+$927K
3
+$659K
4
CMG icon
Chipotle Mexican Grill
CMG
+$646K
5
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$469K

Top Sells

1
+$586K
2
+$575K
3
+$449K
4
NBIX icon
Neurocrine Biosciences
NBIX
+$256K
5
PLTR icon
Palantir
PLTR
+$243K

Sector Composition

1 Technology 9.02%
2 Industrials 2.79%
3 Consumer Discretionary 1.77%
4 Healthcare 1.1%
5 Financials 1.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$566K 0.29%
29,944
-192
77
$537K 0.27%
17,268
+806
78
$528K 0.27%
6,532
-178
79
$508K 0.26%
20,948
+948
80
$452K 0.23%
3,221
+229
81
$441K 0.22%
5,541
-259
82
$424K 0.22%
9,543
-110
83
$420K 0.21%
1,848
-189
84
$412K 0.21%
8,427
-66
85
$407K 0.21%
7,891
-91
86
$402K 0.2%
4,236
-195
87
$400K 0.2%
8,367
-140
88
$394K 0.2%
3,154
-18
89
$387K 0.2%
5,833
+499
90
$385K 0.2%
28,108
+182
91
$379K 0.19%
3,114
-5
92
$378K 0.19%
6,097
-420
93
$375K 0.19%
17,593
-222
94
$340K 0.17%
6,278
+1,422
95
$319K 0.16%
5,135
-236
96
$316K 0.16%
559
-6
97
$307K 0.16%
7,510
-260
98
$304K 0.15%
1,441
+23
99
$281K 0.14%
2,615
-25
100
$281K 0.14%
9,096
+631
2 3
4
5 6