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
$216M
AUM Growth
+$29.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1 +$8.22M
2 +$2.14M
3 +$1.73M
4
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$1.7M
5
AMD icon
Advanced Micro Devices
AMD
+$1.39M

Top Sells

1 +$8.04M
2 +$2.3M
3 +$1.72M
4
AAPL icon
Apple
AAPL
+$1.48M
5
XHB icon
SPDR S&P Homebuilders ETF
XHB
+$1.35M

Sector Composition

1 Technology 9.06%
2 Financials 3.33%
3 Industrials 2.65%
4 Consumer Discretionary 2.48%
5 Communication Services 1.58%