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
$196M
AUM Growth
+$8.14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$1.21M
2
+$927K
3
+$659K
4
CMG icon
Chipotle Mexican Grill
CMG
+$646K
5
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$469K

Top Sells

1
+$586K
2
+$575K
3
+$449K
4
NBIX icon
Neurocrine Biosciences
NBIX
+$256K
5
PLTR icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$213K 0.11%
572
+20
127
$212K 0.11%
+5,849
128
$208K 0.11%
604
-11
129
$208K 0.11%
656
-68
130
$208K 0.11%
+1,197
131
$85.7K 0.04%
38,097
132
$79.2K 0.04%
21,999
133
$18.1K 0.01%
+15,000
134
$6.04K ﹤0.01%
10,000
135
– –
-1,599
136
– –
-5,776
137
– –
-766
138
– –
-1,740
139
– –
-3,548
140
– –
-33,811
2 3 4 5
6