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
$129M
AUM Growth
+$10.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$3.19M
2
+$2.81M
3
+$1.67M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.1M
5
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$921K

Top Sells

1
+$3.85M
2
+$3.43M
3
+$1.48M
4
LMT icon
Lockheed Martin
LMT
+$1.18M
5
XAR icon
State Street SPDR S&P Aerospace & Defense ETF
XAR
+$874K

Sector Composition

1 Technology 8.23%
2 Healthcare 5.03%
3 Industrials 4.62%
4 Consumer Discretionary 3.49%
5 Communication Services 2.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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140
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