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
$160M
AUM Growth
+$53K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$3.03M
2
+$2.13M
3
+$1.83M
4
XLC icon
The Communication Services Select Sector SPDR Fund
XLC
+$1.48M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.15M

Top Sells

1
+$1.94M
2
+$1.88M
3
+$1.68M
4
TMO icon
Thermo Fisher Scientific
TMO
+$1.01M
5
SLYV icon
SPDR S&P 600 Small Cap Value ETF
SLYV
+$931K

Sector Composition

1 Technology 6.44%
2 Industrials 2.06%
3 Financials 0.9%
4 Consumer Discretionary 0.61%
5 Healthcare 0.55%
Name Market Value Portfolio Weight Shares or Principal Change
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