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
251
$63K 0.05%
45,277
252
$62K 0.05%
+1,829
253
$62K 0.05%
+405
254
$61K 0.05%
+1,129
255
$61K 0.05%
+2,785
256
$61K 0.05%
+3,500
257
$61K 0.05%
+696
258
$59K 0.04%
+893
259
$58K 0.04%
+648
260
$58K 0.04%
+894
261
$58K 0.04%
+414
262
$57K 0.04%
+1,100
263
$56K 0.04%
+4,873
264
$56K 0.04%
+2,750
265
$56K 0.04%
+281
266
$56K 0.04%
+2,406
267
$55K 0.04%
+740
268
$55K 0.04%
+478
269
$55K 0.04%
+2,450
270
$54K 0.04%
+1,400
271
$54K 0.04%
+1,075
272
$54K 0.04%
+1,299
273
$54K 0.04%
+1,305
274
$54K 0.04%
+3,300
275
$53K 0.04%
+1,090
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