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
$142M
AUM Growth
-$18.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$2M
2
+$1.64M
3
+$1.5M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$1.05M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$660K

Top Sells

1
+$2.16M
2
+$1.68M
3
+$1.18M
4
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$537K
5
MAR icon
Marriott International
MAR
+$528K

Sector Composition

1 Technology 7.68%
2 Industrials 1.92%
3 Healthcare 1.38%
4 Consumer Discretionary 0.85%
5 Energy 0.66%
Name Market Value Portfolio Weight Shares or Principal Change
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