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
$153M
AUM Growth
+$20.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
802
New
Increased
Reduced
Closed

Top Buys

1
+$5.47M
2
+$2.79M
3
+$2.25M
4
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$1.51M
5
CVX icon
Chevron
CVX
+$958K

Top Sells

1
+$5.77M
2
+$1.27M
3
+$665K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$563K
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$475K

Sector Composition

1 Industrials 6.35%
2 Technology 5.8%
3 Consumer Staples 2.99%
4 Healthcare 2.94%
5 Consumer Discretionary 2.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$171K 0.11%
1,066
+13
152
$170K 0.11%
10,494
153
$168K 0.11%
3,105
154
$167K 0.11%
355
+109
155
$167K 0.11%
3,962
-940
156
$166K 0.11%
1,660
+31
157
$166K 0.11%
3,100
-696
158
$164K 0.11%
1,732
-914
159
$164K 0.11%
7,871
+300
160
$161K 0.11%
+3,150
161
$161K 0.11%
1,974
+38
162
$160K 0.1%
781
+26
163
$160K 0.1%
852
164
$158K 0.1%
1,398
+197
165
$154K 0.1%
+5,000
166
$154K 0.1%
1,446
+21
167
$153K 0.1%
4,144
-400
168
$151K 0.1%
+3,000
169
$150K 0.1%
+3,000
170
$146K 0.1%
1,971
+20
171
$143K 0.09%
869
+186
172
$143K 0.09%
+5,100
173
$141K 0.09%
1,528
+1
174
$141K 0.09%
1,055
+226
175
$136K 0.09%
2,791
+621
5 6
7
8 9