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
$201M
AUM Growth
+$4.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$1.1M
2
+$989K
3
+$940K
4
TJX icon
TJX Companies
TJX
+$815K
5
ARM icon
Arm
ARM
+$813K

Top Sells

1
+$802K
2
+$671K
3
+$627K
4
SNPS icon
Synopsys
SNPS
+$600K
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$468K

Sector Composition

1 Technology 8.84%
2 Consumer Discretionary 2.63%
3 Industrials 2.36%
4 Communication Services 0.97%
5 Financials 0.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$535K 0.27%
15,979
-315
77
$529K 0.26%
8,097
-191
78
$516K 0.26%
16,927
-341
79
$509K 0.25%
20,508
-440
80
$504K 0.25%
6,360
-172
81
$461K 0.23%
3,184
-37
82
$403K 0.2%
1,791
+485
83
$400K 0.2%
8,267
-160
84
$397K 0.2%
9,369
-174
85
$385K 0.19%
8,118
-249
86
$384K 0.19%
7,756
-135
87
$377K 0.19%
3,035
-79
88
$364K 0.18%
3,072
-82
89
$358K 0.18%
4,595
-946
90
$355K 0.18%
4,160
-76
91
$353K 0.18%
6,319
+41
92
$352K 0.18%
17,295
-298
93
$343K 0.17%
1,579
-269
94
$343K 0.17%
27,580
-528
95
$332K 0.17%
5,452
+317
96
$330K 0.16%
5,681
-152
97
$324K 0.16%
5,995
-102
98
$312K 0.16%
546
-13
99
$290K 0.14%
7,338
-172
100
$287K 0.14%
8,902
-194
2 3
4
5 6