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
$201M
AUM Growth
+$4.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$1.1M
2
+$989K
3
+$940K
4
TJX icon
TJX Companies
TJX
+$815K
5
ARM icon
Arm
ARM
+$813K

Top Sells

1
+$802K
2
+$671K
3
+$627K
4
SNPS icon
Synopsys
SNPS
+$600K
5
RSP icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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