CWA
Clarus Wealth Advisors Portfolio holdings
AUM
$216M
1-Year Return
18.39%
This Quarter Return
+1.72%
1 Year Return
+18.39%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$137M
AUM Growth
-$1.54M
(-1.1%)
Cap. Flow
-$3.05M
Cap. Flow
% of AUM
-2.23%
Top 10 Holdings %
Top 10 Hldgs %
46.12%
Holding
624
New
24
Increased
89
Reduced
25
Closed
478
Top Buys
| 1 |
SPDR Portfolio Long Term Treasury ETF
SPTL
|
$7.82M |
| 2 |
Lockheed Martin
LMT
|
$955K |
| 3 |
Amazon
AMZN
|
$879K |
| 4 |
Vertex Pharmaceuticals
VRTX
|
$678K |
| 5 |
Walt Disney
DIS
|
$609K |
Top Sells
| 1 |
SPDR Portfolio Emerging Markets ETF
SPEM
|
$3.43M |
| 2 |
SPDR S&P 400 Mid Cap Value ETF
MDYV
|
$1.81M |
| 3 |
SPDR S&P 400 Mid Cap Growth ETF
MDYG
|
$1.51M |
| 4 |
Conagra Brands
CAG
|
$639K |
| 5 |
Lamb Weston
LW
|
$572K |
Sector Composition
| 1 | Industrials | 7.73% |
| 2 | Healthcare | 6.66% |
| 3 | Technology | 5.87% |
| 4 | Consumer Discretionary | 3.41% |
| 5 | Communication Services | 3.32% |