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
$153M
AUM Growth
+$20.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
802
New
Increased
Reduced
Closed

Top Buys

1
+$5.47M
2
+$2.79M
3
+$2.25M
4
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$1.51M
5
CVX icon
Chevron
CVX
+$958K

Top Sells

1
+$5.77M
2
+$1.27M
3
+$665K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$563K
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$475K

Sector Composition

1 Industrials 6.35%
2 Technology 5.8%
3 Consumer Staples 2.99%
4 Healthcare 2.94%
5 Consumer Discretionary 2.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$197K 0.13%
1,983
+414
127
$196K 0.13%
1,645
-905
128
$195K 0.13%
8,805
+641
129
$195K 0.13%
5,872
-633
130
$193K 0.13%
1,201
-38
131
$192K 0.13%
3,822
+3,274
132
$192K 0.13%
1,775
+209
133
$192K 0.13%
1,740
134
$190K 0.12%
21,535
-1,210
135
$189K 0.12%
1,237
-1,997
136
$189K 0.12%
51
+1
137
$189K 0.12%
27,775
+7,195
138
$188K 0.12%
2,817
+43
139
$186K 0.12%
3,600
+2,400
140
$185K 0.12%
5,060
+1,300
141
$185K 0.12%
1,583
-106
142
$185K 0.12%
2,777
+46
143
$183K 0.12%
+2,000
144
$182K 0.12%
3,496
+31
145
$181K 0.12%
3,881
+2
146
$181K 0.12%
2,298
+81
147
$177K 0.12%
2,904
+15
148
$173K 0.11%
5,455
-3,675
149
$172K 0.11%
4,466
-350
150
$171K 0.11%
6,822
+925
4 5
6
7 8