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
$187M
AUM Growth
-$13.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1
+$9.15M
2
+$8.94M
3
+$4.68M
4
CALF icon
Pacer US Small Cap Cash Cows 100 ETF
CALF
+$3.65M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.44M

Top Sells

1
+$5.03M
2
+$4.44M
3
+$4.25M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$4.13M
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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