CWA

Clarus Wealth Advisors Portfolio holdings

AUM $226M
1-Year Est. Return 21.92%
This Quarter Est. Return
1 Year Est. Return
+21.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$188M
AUM Growth
+$11.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1
+$3.34M
2
+$1.71M
3
+$1.59M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$859K
5
PLTR icon
Palantir
PLTR
+$836K

Top Sells

1
+$2.2M
2
+$1.47M
3
+$1.47M
4
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$1.4M
5
CRM icon
Salesforce
CRM
+$628K

Sector Composition

1 Technology 9.51%
2 Industrials 2.28%
3 Consumer Discretionary 1.51%
4 Healthcare 1.22%
5 Energy 1.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$201K 0.11%
+552
127
$201K 0.11%
1,116
+22
128
$102K 0.05%
38,097
-219
129
$11.2K 0.01%
21,999
130
$5.69K ﹤0.01%
10,000
131
– –
-1,329
132
– –
-2,796
133
– –
-6,485
134
– –
-379
135
– –
-1,246
136
– –
-875
137
– –
-332
138
– –
-20,780
139
– –
-15,748
140
– –
-1,703
141
– –
-3,059
142
– –
-5,766
143
– –
-2,096
144
– –
-1,070
2 3 4 5
6