CWA
Clarus Wealth Advisors Portfolio holdings
AUM
$216M
This Quarter Return
+6.87%
1 Year Return
+18.39%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$196M
AUM Growth
+$196M
(+4.3%)
Cap. Flow
+$2.95M
Cap. Flow
% of AUM
1.5%
Top 10 Holdings %
Top 10 Hldgs %
41.55%
Holding
140
New
10
Increased
53
Reduced
65
Closed
6
Top Buys
| 1 |
iShares 10-20 Year Treasury Bond ETF
TLH
|
$1.21M |
| 2 |
Quanta Services
PWR
|
$927K |
| 3 |
Eli Lilly
LLY
|
$659K |
| 4 |
Chipotle Mexican Grill
CMG
|
$646K |
| 5 |
Vanguard Mega Cap Growth ETF
MGK
|
$469K |
Top Sells
| 1 |
PACCAR
PCAR
|
$586K |
| 2 |
Marathon Petroleum
MPC
|
$575K |
| 3 |
Elanco Animal Health
ELAN
|
$449K |
| 4 |
Neurocrine Biosciences
NBIX
|
$256K |
| 5 |
Palantir
PLTR
|
$243K |
Sector Composition
| 1 | Technology | 9.02% |
| 2 | Industrials | 2.79% |
| 3 | Consumer Discretionary | 1.77% |
| 4 | Healthcare | 1.1% |
| 5 | Financials | 1.04% |
