CWA

Clarus Wealth Advisors Portfolio holdings

AUM $235M
1-Year Est. Return 25.09%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$187M
AUM Growth
-$13.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1
+$9.21M
2
+$8.93M
3
+$5.01M
4
CALF icon
Pacer US Small Cap Cash Cows 100 ETF
CALF
+$4.29M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$2.61M

Top Sells

1
+$5.03M
2
+$4.88M
3
+$4.45M
4
MDYV icon
State Street SPDR S&P 400 Mid Cap Value ETF
MDYV
+$4.25M
5
SLYV icon
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
+$4.08M

Sector Composition

1 Technology 8.67%
2 Consumer Discretionary 2.62%
3 Industrials 2.58%
4 Financials 2.31%
5 Communication Services 1.12%
Name Market Value Portfolio Weight Shares or Principal Change
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