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
176
$135K 0.09%
2,573
+221
177
$134K 0.09%
804
-225
178
$134K 0.09%
2,630
+280
179
$133K 0.09%
2,828
+57
180
$132K 0.09%
+5,250
181
$130K 0.08%
865
+292
182
$129K 0.08%
914
+63
183
$129K 0.08%
1,757
-17
184
$129K 0.08%
5,672
-663
185
$128K 0.08%
3,310
-250
186
$127K 0.08%
6,869
-3,527
187
$126K 0.08%
1,126
+221
188
$125K 0.08%
9,550
+900
189
$119K 0.08%
1,939
-326
190
$118K 0.08%
2,688
-1,642
191
$118K 0.08%
1,078
+356
192
$117K 0.08%
3,050
193
$115K 0.08%
3,306
+600
194
$112K 0.07%
1,280
-75
195
$112K 0.07%
2,035
-242
196
$111K 0.07%
738
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197
$110K 0.07%
1,769
-97
198
$110K 0.07%
7,750
+1,950
199
$109K 0.07%
1,600
200
$109K 0.07%
2,290
-705
6 7
8
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