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

Top Buys

1
+$3.1M
2
+$2.76M
3
+$1.68M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.08M
5
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$884K

Top Sells

1
+$3.75M
2
+$3.38M
3
+$1.46M
4
LMT icon
Lockheed Martin
LMT
+$1.2M
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
126
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127
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128
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129
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130
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132
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139
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140
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-1,520
2 3 4 5
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