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
$159M
AUM Growth
+$6.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Buys

1
+$6.69M
2
+$5.77M
3
+$4.53M
4
ECOW icon
Pacer Emerging Markets Cash Cows 100 ETF
ECOW
+$3.68M
5
ALTL icon
Pacer Lunt Large Cap Alternator ETF
ALTL
+$3.19M

Top Sells

1
+$3.87M
2
+$3.54M
3
+$3.5M
4
SLYG icon
SPDR S&P 600 Small Cap Growth ETF
SLYG
+$3.46M
5
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$3.44M

Sector Composition

1 Technology 7.2%
2 Financials 5.9%
3 Industrials 2.38%
4 Consumer Discretionary 1.59%
5 Healthcare 1.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$278K 0.18%
5,541
-68,589
102
$276K 0.17%
+5,164
103
$268K 0.17%
2,021
-256
104
$252K 0.16%
564
-52
105
$238K 0.15%
19,324
-2,557
106
$238K 0.15%
+5,352
107
$237K 0.15%
+1,666
108
$235K 0.15%
1,845
-101
109
$230K 0.14%
1,369
-1,029
110
$227K 0.14%
+1,980
111
$225K 0.14%
+782
112
$224K 0.14%
608
-722
113
$222K 0.14%
4,075
-470
114
$220K 0.14%
+1,107
115
$219K 0.14%
1,003
-39
116
$217K 0.14%
+3,361
117
$212K 0.13%
+2,204
118
$211K 0.13%
4,896
-620
119
$210K 0.13%
+2,209
120
$175K 0.11%
18,895
+1,205
121
$140K 0.09%
+10,746
122
$97.3K 0.06%
2,277
+285
123
$28K 0.02%
+3,338
124
$26.4K 0.02%
+21,999
125
$20.1K 0.01%
+10,000
2 3 4
5
6