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
$63.6M
AUM Growth
-$89.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
739
New
Increased
Reduced
Closed

Top Buys

1
+$1.55M
2
+$1.46M
3
+$407K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$260K
5
KSS icon
Kohl's
KSS
+$250K

Top Sells

1
+$14.8M
2
+$10.7M
3
+$9.84M
4
XLB icon
State Street Materials Select Sector SPDR ETF
XLB
+$7.31M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$4.88M

Sector Composition

1 Industrials 11.31%
2 Technology 10.56%
3 Healthcare 6.75%
4 Consumer Staples 6.45%
5 Consumer Discretionary 5.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$80K 0.13%
581
+4
202
$79K 0.12%
1,317
+10
203
$77K 0.12%
651
+106
204
$77K 0.12%
1,635
+7
205
$77K 0.12%
1,724
+48
206
$75K 0.12%
+2,450
207
$75K 0.12%
572
+3
208
$75K 0.12%
1,262
+4
209
$74K 0.12%
1,700
+100
210
$73K 0.11%
1,100
211
$73K 0.11%
944
212
$71K 0.11%
839
+3
213
$71K 0.11%
1,590
-700
214
$70K 0.11%
2,835
+250
215
$69K 0.11%
1,400
-400
216
$68K 0.11%
3,150
217
$68K 0.11%
3,185
218
$67K 0.11%
1,607
-183
219
$67K 0.11%
714
+420
220
$67K 0.11%
1,500
221
$67K 0.11%
901
+4
222
$66K 0.1%
3,650
-500
223
$66K 0.1%
617
+3
224
$66K 0.1%
408
+1
225
$65K 0.1%
1,669
+315
7 8
9
10 11