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
$161M
AUM Growth
-$13.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1 +$4.05M
2 +$3.74M
3 +$1.97M
4
XAR icon
SPDR S&P Aerospace & Defense ETF
XAR
+$1.24M
5
DVY icon
iShares Select Dividend ETF
DVY
+$1.2M

Top Sells

1 +$4.74M
2 +$3.28M
3 +$2.79M
4
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$1.93M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$1.51M

Sector Composition

1 Technology 7.83%
2 Industrials 1.92%
3 Healthcare 1.65%
4 Consumer Discretionary 1.45%
5 Financials 0.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-15,553
127
-67,122
128
-1,300