CWA
Clarus Wealth Advisors Portfolio holdings
AUM
$216M
1-Year Return
18.39%
This Quarter Return
-12.44%
1 Year Return
+18.39%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$63.6M
AUM Growth
-$89.6M
(-58%)
Cap. Flow
-$60.5M
Cap. Flow
% of AUM
-95.16%
Top 10 Holdings %
Top 10 Hldgs %
23.65%
Holding
739
New
32
Increased
255
Reduced
143
Closed
55
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$1.55M |
| 2 |
iShares Core US Aggregate Bond ETF
AGG
|
$1.46M |
| 3 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$407K |
| 4 |
Alphabet (Google) Class A
GOOGL
|
$260K |
| 5 |
Kohl's
KSS
|
$250K |
Top Sells
| 1 |
iShares Russell 1000 Growth ETF
IWF
|
$14.8M |
| 2 |
iShares Russell 2000 Value ETF
IWN
|
$10.7M |
| 3 |
iShares Russell 2000 Growth ETF
IWO
|
$9.84M |
| 4 |
Materials Select Sector SPDR Fund
XLB
|
$7.31M |
| 5 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$4.88M |
Sector Composition
| 1 | Industrials | 11.45% |
| 2 | Technology | 10.56% |
| 3 | Healthcare | 6.75% |
| 4 | Consumer Staples | 6.45% |
| 5 | Consumer Discretionary | 5.85% |
