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
326
$38K 0.03%
+732
327
$38K 0.03%
+1,500
328
$38K 0.03%
+1,107
329
$37K 0.03%
+916
330
$37K 0.03%
+332
331
$37K 0.03%
+500
332
$36K 0.03%
+735
333
$36K 0.03%
+2,414
334
$36K 0.03%
+512
335
$36K 0.03%
+2,706
336
$35K 0.03%
+412
337
$35K 0.03%
+2,092
338
$35K 0.03%
+611
339
$35K 0.03%
+3,158
340
$35K 0.03%
+448
341
$34K 0.03%
+1,217
342
$34K 0.03%
+1,214
343
$34K 0.03%
+450
344
$34K 0.03%
+600
345
$33K 0.03%
+303
346
$33K 0.03%
+1,548
347
$33K 0.03%
+552
348
$33K 0.03%
+250
349
$32K 0.02%
+2,000
350
$32K 0.02%
+400
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