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
$159M
AUM Growth
+$6.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Buys

1
+$6.54M
2
+$5.9M
3
+$4.22M
4
ECOW icon
Pacer Emerging Markets Cash Cows 100 ETF
ECOW
+$3.69M
5
ALTL icon
Pacer Lunt Large Cap Alternator ETF
ALTL
+$3.41M

Top Sells

1
+$3.87M
2
+$3.58M
3
+$3.54M
4
MDYG icon
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
+$3.5M
5
SLYG icon
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
+$3.46M

Sector Composition

1 Technology 7.2%
2 Financials 5.9%
3 Industrials 2.38%
4 Consumer Discretionary 1.59%
5 Healthcare 1.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-1,783
127
– –
-7,636
128
– –
-36,674
129
– –
-23,108
130
– –
-1,266
131
– –
-2,305
132
– –
-1,556
133
– –
-4,396
134
– –
-996
135
– –
-3,469
136
– –
-12,116
137
– –
-15,302
138
– –
-34,543
139
– –
-1,424
140
– –
-52,398
141
– –
-7,170
142
– –
-3,923
143
– –
-46,484
144
– –
-63,088
145
– –
-813
146
– –
-7,227
147
– –
-5,703
148
– –
-5,841
149
– –
-467
2 3 4 5
6