CWA
Clarus Wealth Advisors Portfolio holdings
AUM
$216M
This Quarter Return
+7.32%
1 Year Return
+18.39%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$177M
AUM Growth
+$177M
(+4.5%)
Cap. Flow
+$2.95M
Cap. Flow
% of AUM
1.67%
Top 10 Holdings %
Top 10 Hldgs %
39.7%
Holding
140
New
16
Increased
38
Reduced
69
Closed
10
Top Buys
| 1 |
iShares Core S&P Mid-Cap ETF
IJH
|
$4.46M |
| 2 |
JPMorgan US Quality Factor ETF
JQUA
|
$2.81M |
| 3 |
Vanguard Mega Cap Growth ETF
MGK
|
$2.54M |
| 4 |
Pacer Emerging Markets Cash Cows 100 ETF
ECOW
|
$1.76M |
| 5 |
SPDR Gold Trust
GLD
|
$1.64M |
Top Sells
Sector Composition
| 1 | Technology | 8.13% |
| 2 | Industrials | 2.62% |
| 3 | Consumer Discretionary | 1.87% |
| 4 | Financials | 1.39% |
| 5 | Energy | 1.09% |
