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
$138M
AUM Growth
+$4.62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
732
New
Increased
Reduced
Closed

Sector Composition

1 Industrials 6.57%
2 Technology 5.38%
3 Consumer Staples 3.48%
4 Healthcare 3%
5 Communication Services 2.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
$29K 0.02%
358
+1
327
$29K 0.02%
+175
328
$28K 0.02%
2,222
329
$28K 0.02%
1,690
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330
$28K 0.02%
818
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331
$28K 0.02%
500
332
$27K 0.02%
302
333
$27K 0.02%
19,000
334
$27K 0.02%
4,129
+49
335
$26K 0.02%
1,000
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336
$26K 0.02%
260
337
$25K 0.02%
506
+7
338
$25K 0.02%
807
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339
$25K 0.02%
429
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340
$25K 0.02%
552
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$25K 0.02%
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342
$25K 0.02%
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343
$25K 0.02%
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344
$25K 0.02%
1,650
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345
$25K 0.02%
476
346
$25K 0.02%
1,700
-1,600
347
$24K 0.02%
710
-1,545
348
$24K 0.02%
326
+2
349
$23K 0.02%
124
+1
350
$23K 0.02%
476
+4