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
$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
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