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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
+23.53%
1 Year Est. Return
+27.97%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$119M
AUM Growth
+$18.7M
Cap. Flow
-$6.57M
Cap. Flow %
-5.54%
Top 10 Hldgs %
46.87%
Holding
148
New
34
Increased
40
Reduced
42
Closed
21
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
NLY icon
126
Annaly Capital Management
NLY
$17.1B
$74K 0.06%
2,875
-900
-24% -$22.2K
RIG icon
127
Transocean
RIG
$5.89B
$20K 0.02%
+10,282
New +$16K
ACN icon
128
Accenture
ACN
$102B
-3,724
Closed -$567K
AMT icon
129
American Tower
AMT
$80.8B
-3,299
Closed -$735K
BAC icon
130
Bank of America
BAC
$435B
-11,245
Closed -$225K
CBSH icon
131
Commerce Bancshares
CBSH
$8.53B
-15,088
Closed -$550K
CMCSA icon
132
Comcast
CMCSA
$85B
-18,129
Closed -$615K
DIA icon
133
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$45.8B
-2,360
Closed -$497K
DOCU
134
DocuSign
DOCU
$10.5B
-6,303
Closed -$498K
ECL icon
135
Ecolab
ECL
$78.1B
-3,703
Closed -$545K
EXR icon
136
Extra Space Storage
EXR
$31.3B
-6,367
Closed -$612K
FSK icon
137
FS KKR Capital
FSK
$2.96B
-6,671
Closed -$74K
GOOGL icon
138
Alphabet (Google) Class A
GOOGL
$4.36T
-8,180
Closed -$447K
GWW icon
139
W.W. Grainger
GWW
$65.3B
-2,358
Closed -$563K
IEF icon
140
iShares 7-10 Year Treasury Bond ETF
IEF
$47.1B
-9,696
Closed -$1.18M
JQC icon
141
Nuveen Credit Strategies Income Fund
JQC
$704M
-11,482
Closed -$63K
LIN icon
142
Linde
LIN
$221B
-3,276
Closed -$531K
LLY icon
143
Eli Lilly
LLY
$1.02T
-1,944
Closed -$271K
NEE icon
144
NextEra Energy
NEE
$181B
-13,272
Closed -$735K
ROKU icon
145
Roku
ROKU
$21.5B
-6,616
Closed -$539K
SYK icon
146
Stryker
SYK
$125B
-3,790
Closed -$561K
T icon
147
AT&T
T
$159B
-30,301
Closed -$628K
XOM icon
148
ExxonMobil
XOM
$644B
-11,772
Closed -$462K

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Clarus Wealth Advisors's Q2 2020 Portfolio in Review

As of Q2 2020, Clarus Wealth Advisors held 148 positions worth $119M, up 19% from $100M the previous quarter. Its ten largest holdings account for 47% of the portfolio.

Clarus Wealth Advisors withdrew a net $6.57M in Q2 2020, closing 21 positions and reducing 42 holdings. Its most notable exit was iShares 7-10 Year Treasury Bond ETF, an estimated $1.18M position sold in full.

By sector, the portfolio is most concentrated in Technology at 7.4% of assets, down from 7.4% a quarter earlier, followed by Healthcare and Industrials.

Against the trend, Clarus Wealth Advisors opened a new position in State Street SPDR S&P 400 Mid Cap Value ETF worth $2.48M.

  • Clarus Wealth Advisors's largest Q2 2020 buy was State Street SPDR S&P 400 Mid Cap Value ETF: 59,171 shares worth $2.48M.
  • Clarus Wealth Advisors added most to State Street SPDR S&P 400 Mid Cap Growth ETF in Q2 2020, an estimated $3.26M increase.
  • Clarus Wealth Advisors's biggest Q2 2020 reduction was iShares MSCI USA Min Vol Factor ETF, cutting an estimated $5.05M.
  • Clarus Wealth Advisors fully exited iShares 7-10 Year Treasury Bond ETF in Q2 2020, selling an estimated $1.18M.
  • Clarus Wealth Advisors's ten largest holdings make up 47% of its $119M portfolio in Q2 2020.
  • Clarus Wealth Advisors opened 34 new positions and closed 21 in Q2 2020.
  • Clarus Wealth Advisors's portfolio value rose 19% quarter-over-quarter to $119M.

Based on Clarus Wealth Advisors's 13F filing for Q2 2020, filed 9 Jul 2020.