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
$188M
AUM Growth
+$11.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1
+$3.34M
2
+$1.71M
3
+$1.59M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$859K
5
PLTR icon
Palantir
PLTR
+$836K

Top Sells

1
+$2.2M
2
+$1.47M
3
+$1.47M
4
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$1.4M
5
CRM icon
Salesforce
CRM
+$628K

Sector Composition

1 Technology 9.51%
2 Industrials 2.28%
3 Consumer Discretionary 1.51%
4 Healthcare 1.22%
5 Energy 1.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$269K 0.14%
8,465
-962
102
$262K 0.14%
+1,257
103
$261K 0.14%
1,022
-91
104
$261K 0.14%
2,640
+92
105
$259K 0.14%
4,608
+78
106
$257K 0.14%
3,504
+85
107
$256K 0.14%
1,740
+250
108
$252K 0.13%
2,251
+66
109
$251K 0.13%
3,163
+561
110
$247K 0.13%
+9,822
111
$241K 0.13%
12,221
+1,356
112
$241K 0.13%
11,356
-17,129
113
$233K 0.12%
+724
114
$232K 0.12%
+1,599
115
$228K 0.12%
6,491
+119
116
$222K 0.12%
+3,261
117
$217K 0.12%
240
118
$217K 0.12%
6,747
+253
119
$216K 0.11%
766
-97
120
$216K 0.11%
10,216
+98
121
$216K 0.11%
14,261
+374
122
$211K 0.11%
2,543
+101
123
$207K 0.11%
615
+10
124
$204K 0.11%
+1,142
125
$202K 0.11%
10,922
-178
2 3 4
5
6