CWA

Clarus Wealth Advisors Portfolio holdings

AUM $241M
1-Year Est. Return 22.85%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.85%
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
State Street 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
– –
-24,592
127
– –
-8,046
128
– –
-5,348
2 3 4 5
6