CWA
Clarus Wealth Advisors Portfolio holdings
AUM
$216M
This Quarter Return
+15.84%
1 Year Return
+18.39%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$150M
AUM Growth
+$150M
(+17%)
Cap. Flow
+$2.64M
Cap. Flow
% of AUM
1.76%
Top 10 Holdings %
Top 10 Hldgs %
46.05%
Holding
148
New
24
Increased
29
Reduced
53
Closed
17
Top Buys
| 1 |
iShares TIPS Bond ETF
TIP
|
$1.35M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$1.23M |
| 3 |
Vanguard Total Stock Market ETF
VTI
|
$1.15M |
| 4 |
SPDR S&P Semiconductor ETF
XSD
|
$846K |
| 5 |
SPDR Portfolio S&P 600 Small Cap ETF
SPSM
|
$831K |
Top Sells
| 1 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
$1.32M |
| 2 |
Invesco QQQ Trust
QQQ
|
$1.03M |
| 3 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
$629K |
| 4 |
Meta Platforms (Facebook)
META
|
$482K |
| 5 |
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% |
