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
+$12.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$5.26M
2
+$3.87M
3
+$3.27M
4
ALTL icon
Pacer Lunt Large Cap Alternator ETF
ALTL
+$2.66M
5
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$2.63M

Top Sells

1
+$6.97M
2
+$3.66M
3
+$2.82M
4
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$2.52M
5
MDYG icon
SPDR S&P 400 Mid Cap Growth ETF
MDYG
+$1.99M

Sector Composition

1 Technology 6.76%
2 Industrials 2.48%
3 Energy 1.6%
4 Consumer Discretionary 1.58%
5 Healthcare 1.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$8.91M 5.84%
60,878
+15,465
2
$7.17M 4.7%
18,356
-4,504
3
$7.09M 4.65%
54,239
-1,159
4
$6.34M 4.16%
132,242
+54,800
5
$5.43M 3.56%
134,559
-3,947
6
$5.42M 3.56%
79,934
-2,657
7
$5.35M 3.51%
68,702
-2,504
8
$5.26M 3.45%
+71,818
9
$4.19M 2.74%
91,123
-4,259
10
$3.87M 2.54%
+36,674
11
$3.8M 2.49%
29,899
+612
12
$3.74M 2.45%
74,130
-2,497
13
$3.5M 2.3%
52,398
-29,703
14
$3.46M 2.27%
46,484
-25,628
15
$3.27M 2.14%
+65,195
16
$3.26M 2.14%
21,684
-2,300
17
$3.25M 2.13%
14,924
+126
18
$3.22M 2.11%
63,088
-34,106
19
$3.12M 2.04%
23,183
+2,836
20
$2.66M 1.74%
+64,997
21
$2.33M 1.53%
+33,925
22
$2.15M 1.41%
24,442
-1,990
23
$2.01M 1.32%
+17,946
24
$2M 1.31%
56,391
-1,396
25
$1.96M 1.29%
18,066
+8,690
1
2 3 4 5