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CWA

Clarus Wealth Advisors Portfolio holdings

AUM $260M
1-Year Est. Return 27.97%
This Fund
S&P 500
This Quarter Est. Return
-0.45%
1 Year Est. Return
+27.97%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$108M
AUM Growth
+$4.42M
Cap. Flow
+$5.98M
Cap. Flow %
5.52%
Top 10 Hldgs %
61.3%
Holding
154
New
30
Increased
53
Reduced
38
Closed
28

Sector Composition

Rank Sector Weight
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
VTGN icon
126
VistaGen Therapeutics
VTGN
$9.89M
$14K 0.01%
+500
New +$18.6K
AGNC icon
127
AGNC Investment
AGNC
$12.4B
-15,676
Closed -$316K
AMCX icon
128
AMC Global Media
AMCX
$492M
-6,402
Closed -$346K
DE icon
129
Deere & Co
DE
$160B
-2,396
Closed -$375K
DHF
130
BNY Mellon High Yield Strategies Fund
DHF
$171M
-32,137
Closed -$107K
DIS icon
131
Walt Disney
DIS
$167B
-2,466
Closed -$265K
DVY icon
132
iShares Select Dividend ETF
DVY
$23.5B
-2,109
Closed -$208K
ETR icon
133
Entergy
ETR
$50.2B
-8,248
Closed -$336K
FMC icon
134
FMC
FMC
$1.34B
-2,697
Closed -$221K
FR icon
135
First Industrial Realty Trust
FR
$8.73B
-11,747
Closed -$370K
HD icon
136
Home Depot
HD
$331B
-2,458
Closed -$466K
HIO
137
Western Asset High Income Opportunity Fund
HIO
$336M
-14,211
Closed -$72K
KMPR icon
138
Kemper
KMPR
$1.67B
-5,525
Closed -$381K
MMM icon
139
3M
MMM
$90.9B
-2,704
Closed -$532K
PCEF icon
140
Invesco CEF Income Composite ETF
PCEF
$801M
-10,137
Closed -$242K
PFE icon
141
Pfizer
PFE
$143B
-11,653
Closed -$400K
PG icon
142
Procter & Gamble
PG
$336B
-2,286
Closed -$210K
PM icon
143
Philip Morris
PM
$297B
-1,936
Closed -$205K
SDIV icon
144
Global X SuperDividend ETF
SDIV
$1.22B
-3,294
Closed -$215K
SUI icon
145
Sun Communities
SUI
$15.2B
-3,616
Closed -$335K
THO icon
146
Thor Industries
THO
$3.9B
-1,960
Closed -$295K
TIP icon
147
iShares TIPS Bond ETF
TIP
$14.5B
-1,942
Closed -$222K
UAL icon
148
United Airlines
UAL
$39.4B
-5,325
Closed -$359K
UPS icon
149
United Parcel Service
UPS
$88.6B
-1,744
Closed -$208K
VZ icon
150
Verizon
VZ
$195B
-11,676
Closed -$618K

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Clarus Wealth Advisors's Q1 2018 Portfolio in Review

As of Q1 2018, Clarus Wealth Advisors held 154 positions worth $108M, up 4.3% from $104M the previous quarter. Its ten largest holdings account for 61% of the portfolio.

Clarus Wealth Advisors deployed $5.98M of net new capital in Q1 2018, opening 30 new positions and adding to 53 existing holdings. Its largest new stake was Vanguard Morningstar Total Stock Market ETF: 11,430 shares worth $1.55M.

By sector, the portfolio is most concentrated in Industrials at 6.9% of assets, down from 8.2% a quarter earlier, followed by Technology and Consumer Staples.

On the sell side, the largest reduction was iShares Russell 2000 Value ETF, an estimated $2.15M trimmed.

  • Clarus Wealth Advisors's largest Q1 2018 buy was Vanguard Morningstar Total Stock Market ETF: 11,430 shares worth $1.55M.
  • Clarus Wealth Advisors added most to iShares Russell 1000 Growth ETF in Q1 2018, an estimated $3.39M increase.
  • Clarus Wealth Advisors's biggest Q1 2018 reduction was iShares Russell 2000 Value ETF, cutting an estimated $2.15M.
  • Clarus Wealth Advisors fully exited State Street Energy Select Sector SPDR ETF in Q1 2018, selling an estimated $1.23M.
  • Clarus Wealth Advisors's ten largest holdings make up 61% of its $108M portfolio in Q1 2018.
  • Clarus Wealth Advisors opened 30 new positions and closed 28 in Q1 2018.
  • Clarus Wealth Advisors's portfolio value rose 4.3% quarter-over-quarter to $108M.

Based on Clarus Wealth Advisors's 13F filing for Q1 2018, filed 11 May 2018.