CWA
Clarus Wealth Advisors Portfolio holdings
AUM
$216M
This Quarter Return
+6.13%
1 Year Return
+18.39%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$165M
AUM Growth
+$165M
(+3.6%)
Cap. Flow
-$1.79M
Cap. Flow
% of AUM
-1.09%
Top 10 Holdings %
Top 10 Hldgs %
43.16%
Holding
140
New
15
Increased
68
Reduced
38
Closed
16
Top Buys
| 1 |
iShares US Technology ETF
IYW
|
$1.22M |
| 2 |
Amazon
AMZN
|
$714K |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$577K |
| 4 |
Old Dominion Freight Line
ODFL
|
$560K |
| 5 |
Vanguard Total Bond Market
BND
|
$554K |
Top Sells
| 1 |
Berkshire Hathaway Class A
BRK.A
|
$6.69M |
| 2 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$997K |
| 3 |
Berkshire Hathaway Class B
BRK.B
|
$753K |
| 4 |
Adobe
ADBE
|
$523K |
| 5 |
Lockheed Martin
LMT
|
$401K |
Sector Composition
| 1 | Technology | 8% |
| 2 | Industrials | 2.52% |
| 3 | Consumer Discretionary | 2.37% |
| 4 | Financials | 1.31% |
| 5 | Energy | 0.96% |
