CWA
Clarus Wealth Advisors Portfolio holdings
AUM
$216M
This Quarter Return
+1.25%
1 Year Return
+18.39%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$201M
AUM Growth
+$201M
(+2.3%)
Cap. Flow
+$3.93M
Cap. Flow
% of AUM
1.95%
Top 10 Holdings %
Top 10 Hldgs %
42.43%
Holding
143
New
9
Increased
48
Reduced
59
Closed
24
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$1.1M |
| 2 |
Constellation Energy
CEG
|
$989K |
| 3 |
Marriott International Class A Common Stock
MAR
|
$940K |
| 4 |
TJX Companies
TJX
|
$815K |
| 5 |
Arm
ARM
|
$813K |
Top Sells
| 1 |
Advanced Micro Devices
AMD
|
$802K |
| 2 |
Uber
UBER
|
$671K |
| 3 |
Zoetis
ZTS
|
$627K |
| 4 |
Synopsys
SNPS
|
$600K |
| 5 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$468K |
Sector Composition
| 1 | Technology | 8.84% |
| 2 | Consumer Discretionary | 2.63% |
| 3 | Industrials | 2.36% |
| 4 | Communication Services | 0.97% |
| 5 | Financials | 0.94% |
