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
$151M
AUM Growth
+$14.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$3.61M
2
+$3.61M
3
+$2.11M
4
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$1.95M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$1.83M

Top Sells

1
+$7.82M
2
+$3.25M
3
+$2.45M
4
SLYG icon
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
+$2.07M
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$574K

Sector Composition

1 Industrials 7.48%
2 Technology 6.65%
3 Healthcare 5.4%
4 Communication Services 3.75%
5 Consumer Discretionary 2.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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