CWA

Clarus Wealth Advisors Portfolio holdings

AUM $241M
1-Year Est. Return 22.85%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$100M
AUM Growth
-$51.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$4.74M
2
+$3.22M
3
+$2.37M
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$1.22M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$1.18M

Top Sells

1
+$7.56M
2
+$7.4M
3
+$6.43M
4
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$3.61M
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$3.61M

Sector Composition

1 Technology 7.41%
2 Healthcare 6.65%
3 Industrials 5.67%
4 Communication Services 4.88%
5 Consumer Discretionary 2.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-3,000
152
– –
-1,435
153
– –
-10,438
154
– –
-19,000
155
– –
-7,059
3 4 5 6
7