Portfolio (Quarterly)
Guide ↗
Clarus Wealth Advisors
· CIK 0001730149| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 41 | VGT | VANGUARD WORLD FD | — | 2,884.0 | $333K | 0.13% | +3K | +701.1% | $115.49 | +5.0% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Financial Services
38.2%
Technology
29.0%
Industrials
10.3%
Consumer Cyclical
8.6%
Communication Services
5.1%
Healthcare
4.1%
Consumer Defensive
2.8%
Energy
1.0%
Utilities
0.7%
Basic Materials
0.2%