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
$138M
AUM Growth
+$4.62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
732
New
Increased
Reduced
Closed

Top Buys

1
+$1.54M
2
+$1.47M
3
+$1.37M
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$913K
5
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$797K

Top Sells

1
+$3.77M
2
+$1.9M
3
+$1.77M
4
SLYG icon
SPDR S&P 600 Small Cap Growth ETF
SLYG
+$1.53M
5
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
+$869K

Sector Composition

1 Industrials 6.57%
2 Technology 5.38%
3 Consumer Staples 3.48%
4 Healthcare 3%
5 Communication Services 2.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$113K 0.08%
2,612
-215
177
$112K 0.08%
9,663
178
$111K 0.08%
5,524
+310
179
$109K 0.08%
1,700
180
$108K 0.08%
2,639
+182
181
$106K 0.08%
1,207
+107
182
$106K 0.08%
1,000
183
$105K 0.08%
1,886
+225
184
$104K 0.08%
+1,038
185
$103K 0.07%
614
-67
186
$102K 0.07%
2,114
+496
187
$102K 0.07%
1,234
+16
188
$101K 0.07%
1,182
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189
$101K 0.07%
1,271
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190
$101K 0.07%
797
191
$100K 0.07%
10,222
192
$100K 0.07%
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195
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196
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24
197
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-193
198
$98K 0.07%
2,800
-200
199
$96K 0.07%
+1,367
200
$96K 0.07%
2,920
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