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
201
$95K 0.07%
1,802
+15
202
$94K 0.07%
3,393
+1,893
203
$93K 0.07%
1,720
+880
204
$93K 0.07%
1,338
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205
$93K 0.07%
9,744
-5,958
206
$91K 0.07%
11,449
-1,978
207
$91K 0.07%
786
+360
208
$91K 0.07%
2,549
+35
209
$91K 0.07%
525
210
$90K 0.07%
1,873
-386
211
$88K 0.06%
470
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212
$86K 0.06%
1,650
213
$86K 0.06%
574
214
$85K 0.06%
661
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215
$84K 0.06%
764
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216
$84K 0.06%
1,641
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217
$83K 0.06%
622
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$82K 0.06%
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219
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659
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220
$81K 0.06%
+2,326
221
$80K 0.06%
1,578
222
$80K 0.06%
1,100
223
$79K 0.06%
1,121
+463
224
$79K 0.06%
766
+247
225
$78K 0.06%
683
-36
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9
10 11