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CWA

Clarus Wealth Advisors Portfolio holdings

AUM $235M
1-Year Est. Return 25.09%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$119M
AUM Growth
+$18.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1
+$3.26M
2
+$2.38M
3
+$2.34M
4
SLYG icon
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
+$1.5M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$985K

Top Sells

1
+$5.05M
2
+$3.01M
3
+$1.18M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$1.18M
5
MSFT icon
Microsoft
MSFT
+$822K

Sector Composition

1 Technology 7.37%
2 Healthcare 6.2%
3 Industrials 5.15%
4 Consumer Discretionary 3.07%
5 Communication Services 2.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$74K 0.06%
2,875
-900
127
$20K 0.02%
+10,282
128
– –
-3,724
129
– –
-3,299
130
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-11,245
131
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-15,088
132
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-18,129
133
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-2,360
134
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-6,303
135
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-3,703
136
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-6,367
137
– –
-6,671
138
– –
-8,180
139
– –
-2,358
140
– –
-9,696
141
– –
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142
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-13,272
143
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-6,616
144
– –
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145
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-30,301
146
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-11,772
147
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-11,482
148
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-3,276
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