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
$132M
AUM Growth
+$23.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
736
New
Increased
Reduced
Closed

Top Buys

1
+$200K
2
+$197K
3
+$194K
4
DIS icon
Walt Disney
DIS
+$192K
5
PM icon
Philip Morris
PM
+$192K

Top Sells

1
+$107K

Sector Composition

1 Industrials 7.1%
2 Technology 4.87%
3 Consumer Staples 3.66%
4 Healthcare 2.9%
5 Financials 2.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$75K 0.06%
+1,950
227
$75K 0.06%
+963
228
$74K 0.06%
+2,000
229
$74K 0.06%
+2,670
230
$73K 0.06%
+2,500
231
$73K 0.06%
+2,207
232
$70K 0.05%
+711
233
$70K 0.05%
+1,037
234
$69K 0.05%
+1,060
235
$69K 0.05%
+1,690
236
$69K 0.05%
11,500
237
$68K 0.05%
+1,150
238
$68K 0.05%
+1,256
239
$67K 0.05%
+2,894
240
$67K 0.05%
+927
241
$67K 0.05%
+890
242
$66K 0.05%
+1,482
243
$66K 0.05%
+654
244
$66K 0.05%
+952
245
$65K 0.05%
+573
246
$65K 0.05%
+1,324
247
$64K 0.05%
15,000
248
$64K 0.05%
+1,231
249
$63K 0.05%
+1,600
250
$63K 0.05%
+1,106
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