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
$108M
AUM Growth
+$4.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$3.29M
2
+$2.9M
3
+$1.92M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.55M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.29M

Top Sells

1
+$2.09M
2
+$1.52M
3
+$1.23M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.2M
5
CVX icon
Chevron
CVX
+$927K

Sector Composition

1 Industrials 6.95%
2 Technology 5.03%
3 Consumer Staples 2.84%
4 Healthcare 2.07%
5 Consumer Discretionary 1.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
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