We are live on ! Find out more
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
$165M
AUM Growth
+$5.66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$1.11M
2
+$629K
3
+$567K
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$552K
5
ODFL icon
Old Dominion Freight Line
ODFL
+$490K

Top Sells

1
+$6.69M
2
+$997K
3
+$753K
4
ADBE icon
Adobe
ADBE
+$523K
5
LMT icon
Lockheed Martin
LMT
+$406K

Sector Composition

1 Technology 8%
2 Industrials 2.52%
3 Consumer Discretionary 2.37%
4 Financials 1.31%
5 Energy 0.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-2,408
127
– –
-2,209
128
– –
-1,369
129
– –
-1,074
130
– –
-6,519
131
– –
-10,797
132
– –
-8,920
133
– –
-9,921
134
– –
-608
135
– –
-5,352
136
– –
-2,204
137
– –
-1,375
138
– –
-8,614
139
– –
-1,666
140
– –
-2,021
2 3 4 5
6