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
$159M
AUM Growth
+$6.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Buys

1
+$6.69M
2
+$5.77M
3
+$4.53M
4
ECOW icon
Pacer Emerging Markets Cash Cows 100 ETF
ECOW
+$3.68M
5
ALTL icon
Pacer Lunt Large Cap Alternator ETF
ALTL
+$3.19M

Top Sells

1
+$3.87M
2
+$3.54M
3
+$3.5M
4
SLYG icon
SPDR S&P 600 Small Cap Growth ETF
SLYG
+$3.46M
5
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$3.44M

Sector Composition

1 Technology 7.2%
2 Financials 5.9%
3 Industrials 2.38%
4 Consumer Discretionary 1.59%
5 Healthcare 1.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$14.5M 9.11%
101,178
+40,300
2
$8.41M 5.29%
20,545
+2,189
3
$7.91M 4.97%
48,016
-6,223
4
$6.69M 4.21%
+14
5
$6.19M 3.89%
131,770
-472
6
$5.56M 3.5%
152,295
+87,298
7
$5.53M 3.48%
74,331
+2,513
8
$4.53M 2.85%
+22,275
9
$4.45M 2.8%
29,825
-74
10
$4.29M 2.7%
89,092
-2,031
11
$3.68M 2.32%
+193,668
12
$3.57M 2.25%
48,130
-20,572
13
$3.34M 2.1%
13,514
-1,410
14
$3.24M 2.04%
21,447
-237
15
$3.16M 1.99%
64,890
-305
16
$2.51M 1.58%
23,173
+13,611
17
$2.42M 1.52%
33,683
-242
18
$2.16M 1.36%
18,515
+569
19
$2.09M 1.32%
24,618
+176
20
$2.03M 1.28%
18,424
+358
21
$1.99M 1.25%
62,231
+5,840
22
$1.93M 1.22%
19,767
+1,425
23
$1.91M 1.2%
47,156
-87,403
24
$1.9M 1.2%
+59,009
25
$1.79M 1.12%
27,826
-52,108
1
2 3 4 5