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
301
$45K 0.03%
+830
302
$45K 0.03%
+6,845
303
$44K 0.03%
+1,032
304
$44K 0.03%
+1,500
305
$44K 0.03%
+222
306
$44K 0.03%
+433
307
$43K 0.03%
+2,765
308
$43K 0.03%
+2,968
309
$42K 0.03%
+905
310
$42K 0.03%
+1,650
311
$42K 0.03%
+651
312
$42K 0.03%
+486
313
$42K 0.03%
+465
314
$41K 0.03%
+2,579
315
$41K 0.03%
+605
316
$41K 0.03%
+920
317
$41K 0.03%
+1,100
318
$40K 0.03%
+378
319
$40K 0.03%
+293
320
$40K 0.03%
+863
321
$40K 0.03%
+2,250
322
$40K 0.03%
+2,051
323
$39K 0.03%
+364
324
$39K 0.03%
+469
325
$38K 0.03%
+800
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