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
$150M
AUM Growth
+$21.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1
+$1.35M
2
+$1.23M
3
+$1.15M
4
XSD icon
SPDR S&P Semiconductor ETF
XSD
+$846K
5
SPSM icon
SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$831K

Top Sells

1
+$1.32M
2
+$1.03M
3
+$629K
4
META icon
Meta Platforms (Facebook)
META
+$482K
5
BA icon
Boeing
BA
+$448K

Sector Composition

1 Technology 6.82%
2 Healthcare 4.5%
3 Industrials 4.46%
4 Consumer Discretionary 3.32%
5 Communication Services 2.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$268K 0.18%
+4,000
102
$267K 0.18%
6,204
-18
103
$267K 0.18%
+941
104
$264K 0.18%
4,536
+600
105
$260K 0.17%
1,299
+11
106
$257K 0.17%
35,140
-2,558
107
$254K 0.17%
5,169
-118
108
$252K 0.17%
4,931
-8
109
$252K 0.17%
4,956
-8
110
$249K 0.17%
1,416
+1
111
$244K 0.16%
+1,932
112
$238K 0.16%
2,094
+4
113
$236K 0.16%
1,749
-9,763
114
$236K 0.16%
3,926
+25
115
$232K 0.15%
+2,405
116
$231K 0.15%
+4,447
117
$228K 0.15%
+3,267
118
$226K 0.15%
7,673
119
$224K 0.15%
+1,621
120
$223K 0.15%
1,264
121
$220K 0.15%
+4,638
122
$219K 0.15%
4,479
-10
123
$218K 0.14%
+1,905
124
$216K 0.14%
+4,735
125
$214K 0.14%
+8,773
2 3 4
5
6