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
$153M
AUM Growth
+$20.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
802
New
Increased
Reduced
Closed

Top Buys

1
+$5.47M
2
+$2.79M
3
+$2.25M
4
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$1.51M
5
CVX icon
Chevron
CVX
+$958K

Top Sells

1
+$5.77M
2
+$1.27M
3
+$665K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$563K
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$475K

Sector Composition

1 Industrials 6.35%
2 Technology 5.8%
3 Consumer Staples 2.99%
4 Healthcare 2.94%
5 Consumer Discretionary 2.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$239K 0.16%
5,046
-382
102
$239K 0.16%
1,451
+32
103
$238K 0.16%
17,192
-792
104
$237K 0.15%
2,025
+111
105
$235K 0.15%
2,190
+12
106
$226K 0.15%
+6,200
107
$225K 0.15%
3,526
+22
108
$224K 0.15%
6,410
+413
109
$222K 0.14%
7,522
+60
110
$222K 0.14%
872
-16
111
$222K 0.14%
2,867
+4
112
$221K 0.14%
4,715
+22
113
$221K 0.14%
3,719
+2,483
114
$218K 0.14%
+12,786
115
$218K 0.14%
5,027
+1,806
116
$218K 0.14%
+1,600
117
$217K 0.14%
2,864
118
$217K 0.14%
1,886
+57
119
$216K 0.14%
4,665
-400
120
$216K 0.14%
18,742
-595
121
$215K 0.14%
17,885
+13,012
122
$213K 0.14%
1,475
+473
123
$212K 0.14%
4,410
-464
124
$210K 0.14%
3,050
-268
125
$200K 0.13%
1,442
+72
3 4
5
6 7