$196Million– No. of Holdings #133
Clarus Wealth Advisors has about 82.4% of it's holdings in Others sector.
Sector | % |
---|---|
Others | 82.4 |
Technology | 9 |
Industrials | 2.8 |
Consumer Cyclical | 1.8 |
Healthcare | 1.1 |
Clarus Wealth Advisors has about 16.2% of it's portfolio invested in the large-cap and mega-cap stocks.
Category | % |
---|---|
UNALLOCATED | 82.4 |
MEGA-CAP | 9.3 |
LARGE-CAP | 6.9 |
MID-CAP | 1.2 |
About 15.1% of the stocks held by Clarus Wealth Advisors either belong to S&P 500 or RUSSELL 2000 index.
Index | % |
---|---|
Others | 83.9 |
S&P 500 | 15.1 |
This heatmap illustrates the top 50 positions within the fund's portfolio.
Clarus Wealth Advisors has 133 stocks in it's portfolio. About 41.5% of the portfolio is in top 10 stocks. AAPL proved to be the most loss making stock for the portfolio. LMT was the most profitable stock for Clarus Wealth Advisors last quarter.
Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
---|---|---|---|---|---|---|---|---|
AAPL | apple inc | 4.16 | 36,873 | 8,174,400 | reduced | -1.97 | ||
AAXJ | ishares tr | 0.95 | 23,540 | 1,865,780 | added | 0.16 | ||
AAXJ | ishares tr | 0.91 | 14,997 | 1,780,590 | added | 1.37 | ||
AAXJ | ishares tr | 0.62 | 11,380 | 1,208,900 | new | |||
AAXJ | ishares tr | 0.19 | 3,114 | 379,098 | reduced | -0.16 | ||
ACWF | ishares tr | 0.16 | 5,135 | 319,339 | reduced | -4.39 | ||
AFK | vaneck etf trust | 0.36 | 2,812 | 697,995 | added | 14.87 | ||
AFLG | first tr exchng traded fd vi | 0.22 | 9,543 | 423,709 | reduced | -1.14 | ||
AFTY | pacer fds tr | 4.36 | 146,837 | 8,551,790 | reduced | -1.6 | ||
AFTY | pacer fds tr | 3.16 | 273,235 | 6,196,670 | reduced | -0.08 | ||
AGT | ishares tr | 0.21 | 7,891 | 406,755 | reduced | -1.14 | ||
AIRR | first tr exchange-traded fd | 0.37 | 12,274 | 724,902 | reduced | -1.81 | ||
AIRR | first tr exchange-traded fd | 0.30 | 16,294 | 594,242 | reduced | -1.23 | ||
AIRR | first tr exchange-traded fd | 0.27 | 17,268 | 537,035 | added | 4.9 | ||
AIRR | first tr exchange-traded fd | 0.22 | 5,541 | 440,953 | reduced | -4.47 | ||
AIRR | first tr exchange-traded fd | 0.16 | 7,510 | 306,654 | reduced | -3.35 | ||
AJG | gallagher arthur j & co | 0.33 | 2,264 | 649,470 | reduced | -6.37 | ||
ALTS | proshares tr | 0.14 | 3,384 | 271,666 | reduced | -3.42 | ||
AMAT | applied matls inc | 0.12 | 1,186 | 237,354 | added | 16.05 | ||
AMD | advanced micro devices inc | 0.41 | 4,689 | 801,678 | added | 16.18 | ||