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
276
$53K 0.04%
+1,410
277
$53K 0.04%
+1,200
278
$52K 0.04%
+263
279
$52K 0.04%
+1,410
280
$52K 0.04%
+1,500
281
$52K 0.04%
+568
282
$52K 0.04%
+300
283
$51K 0.04%
+1,514
284
$51K 0.04%
+403
285
$51K 0.04%
+1,023
286
$50K 0.04%
+3,478
287
$50K 0.04%
+3,439
288
$50K 0.04%
+450
289
$49K 0.04%
+405
290
$49K 0.04%
+2,836
291
$48K 0.04%
+260
292
$48K 0.04%
+2,000
293
$48K 0.04%
+400
294
$47K 0.04%
+586
295
$47K 0.04%
+8,080
296
$47K 0.04%
+423
297
$47K 0.04%
+800
298
$47K 0.04%
+738
299
$46K 0.03%
+1,900
300
$46K 0.03%
+696
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