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
201
$109K 0.07%
1,100
+37
202
$108K 0.07%
1,166
+52
203
$108K 0.07%
2,995
-500
204
$108K 0.07%
525
205
$107K 0.07%
1,800
+50
206
$107K 0.07%
4,270
-130
207
$105K 0.07%
+1,000
208
$102K 0.07%
603
+1
209
$101K 0.07%
2,300
+38
210
$100K 0.07%
1,307
-160
211
$100K 0.07%
10,204
+84
212
$98K 0.06%
860
213
$96K 0.06%
464
-297
214
$95K 0.06%
577
+2
215
$94K 0.06%
11,839
-4,027
216
$94K 0.06%
1,676
-14
217
$89K 0.06%
2,122
218
$88K 0.06%
3,150
-300
219
$88K 0.06%
1,499
+999
220
$88K 0.06%
18,431
+412
221
$87K 0.06%
1,258
+306
222
$86K 0.06%
1,350
-300
223
$85K 0.06%
2,077
+772
224
$85K 0.06%
3,000
+500
225
$84K 0.05%
1,330
+6
7 8
9
10 11