CWA
Clarus Wealth Advisors Portfolio holdings
AUM
$216M
1-Year Return
18.39%
This Quarter Return
+8.14%
1 Year Return
+18.39%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$151M
AUM Growth
+$14.5M
(+11%)
Cap. Flow
+$3.66M
Cap. Flow
% of AUM
2.42%
Top 10 Holdings %
Top 10 Hldgs %
42.58%
Holding
167
New
22
Increased
36
Reduced
60
Closed
26
Top Buys
| 1 |
SPDR Portfolio Emerging Markets ETF
SPEM
|
$3.61M |
| 2 |
SPDR Portfolio Developed World ex-US ETF
SPDW
|
$3.61M |
| 3 |
SPDR S&P 600 Small Cap Value ETF
SLYV
|
$2.11M |
| 4 |
SPDR Portfolio S&P 500 Value ETF
SPYV
|
$1.95M |
| 5 |
SPDR Portfolio S&P 500 ETF
SPLG
|
$1.83M |
Top Sells
| 1 |
SPDR Portfolio Long Term Treasury ETF
SPTL
|
$7.82M |
| 2 |
SPDR S&P 400 Mid Cap Growth ETF
MDYG
|
$3.25M |
| 3 |
SPDR S&P 400 Mid Cap Value ETF
MDYV
|
$2.45M |
| 4 |
SPDR S&P 600 Small Cap Growth ETF
SLYG
|
$2.07M |
| 5 |
Technology Select Sector SPDR Fund
XLK
|
$574K |
Sector Composition
| 1 | Industrials | 7.48% |
| 2 | Technology | 6.65% |
| 3 | Healthcare | 5.4% |
| 4 | Communication Services | 3.75% |
| 5 | Consumer Discretionary | 2.85% |
