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
$196M
AUM Growth
+$8.14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$1.21M
2
+$927K
3
+$659K
4
CMG icon
Chipotle Mexican Grill
CMG
+$646K
5
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$469K

Top Sells

1
+$586K
2
+$575K
3
+$449K
4
NBIX icon
Neurocrine Biosciences
NBIX
+$256K
5
PLTR icon
Palantir
PLTR
+$243K

Sector Composition

1 Technology 9.02%
2 Industrials 2.79%
3 Consumer Discretionary 1.77%
4 Healthcare 1.1%
5 Financials 1.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$275K 0.14%
2,588
-575
102
$273K 0.14%
470
103
$273K 0.14%
5,355
104
$272K 0.14%
3,384
-120
105
$267K 0.14%
4,537
-71
106
$260K 0.13%
7,414
+667
107
$253K 0.13%
1,515
+258
108
$245K 0.13%
240
109
$244K 0.12%
11,158
-198
110
$242K 0.12%
10,629
-293
111
$240K 0.12%
1,918
-333
112
$239K 0.12%
+11,458
113
$239K 0.12%
12,019
-202
114
$237K 0.12%
1,186
+164
115
$232K 0.12%
8,890
-932
116
$231K 0.12%
2,590
+206
117
$229K 0.12%
+1,306
118
$225K 0.11%
1,054
-62
119
$223K 0.11%
5,778
-713
120
$222K 0.11%
14,486
+225
121
$222K 0.11%
2,514
-29
122
$221K 0.11%
4,021
+760
123
$217K 0.11%
10,310
+94
124
$215K 0.11%
+1,426
125
$213K 0.11%
1,136
-6
2 3 4
5
6