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
$104M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$11M
2
+$10.2M
3
+$7.99M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$7.21M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$7.16M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 8.24%
2 Technology 5.01%
3 Energy 3.44%
4 Consumer Staples 3.29%
5 Consumer Discretionary 2.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$210K 0.2%
+4,717
102
$210K 0.2%
+2,286
103
$209K 0.2%
+6,095
104
$209K 0.2%
+20,445
105
$208K 0.2%
+16,222
106
$208K 0.2%
+1,744
107
$208K 0.2%
+4,360
108
$208K 0.2%
+10,946
109
$208K 0.2%
+2,109
110
$207K 0.2%
+1,541
111
$205K 0.2%
+1,936
112
$201K 0.19%
+7,696
113
$194K 0.19%
+2,018
114
$190K 0.18%
+10,199
115
$171K 0.16%
+10,007
116
$168K 0.16%
+26,637
117
$148K 0.14%
+26,799
118
$119K 0.11%
+14,417
119
$107K 0.1%
+32,137
120
$72K 0.07%
+11,500
121
$72K 0.07%
+14,211
122
$49K 0.05%
+42,725
123
$47K 0.05%
+20,000
124
$27K 0.03%
+15,000
1 2 3 4
5