CWA
Clarus Wealth Advisors Portfolio holdings
AUM
$216M
This Quarter Return
+7.28%
1 Year Return
+18.39%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$159M
AUM Growth
+$159M
(+4.2%)
Cap. Flow
+$3.25M
Cap. Flow
% of AUM
2.04%
Top 10 Holdings %
Top 10 Hldgs %
42.8%
Holding
149
New
34
Increased
48
Reduced
43
Closed
24
Top Buys
| 1 |
Berkshire Hathaway Class A
BRK.A
|
$6.69M |
| 2 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$5.77M |
| 3 |
Vanguard Mega Cap Growth ETF
MGK
|
$4.53M |
| 4 |
Pacer Emerging Markets Cash Cows 100 ETF
ECOW
|
$3.68M |
| 5 |
Pacer Lunt Large Cap Alternator ETF
ALTL
|
$3.19M |
Top Sells
| 1 |
iShares S&P Mid-Cap 400 Value ETF
IJJ
|
$3.87M |
| 2 |
SPDR Portfolio S&P 500 Value ETF
SPYV
|
$3.54M |
| 3 |
SPDR S&P 400 Mid Cap Growth ETF
MDYG
|
$3.5M |
| 4 |
SPDR S&P 600 Small Cap Growth ETF
SLYG
|
$3.46M |
| 5 |
iShares Floating Rate Bond ETF
FLOT
|
$3.44M |
Sector Composition
| 1 | Technology | 7.2% |
| 2 | Financials | 5.9% |
| 3 | Industrials | 2.38% |
| 4 | Consumer Discretionary | 1.59% |
| 5 | Healthcare | 1.17% |
