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
351
$32K 0.02%
+1,302
352
$32K 0.02%
+1,450
353
$32K 0.02%
+500
354
$32K 0.02%
+6,678
355
$32K 0.02%
+500
356
$31K 0.02%
+609
357
$31K 0.02%
+9,712
358
$31K 0.02%
+700
359
$31K 0.02%
+4,704
360
$31K 0.02%
+656
361
$30K 0.02%
+625
362
$30K 0.02%
+365
363
$30K 0.02%
+571
364
$30K 0.02%
+2,250
365
$30K 0.02%
+1,000
366
$30K 0.02%
+500
367
$30K 0.02%
+550
368
$29K 0.02%
+1,000
369
$29K 0.02%
+2,581
370
$29K 0.02%
+1,000
371
$29K 0.02%
+2,250
372
$28K 0.02%
+2,052
373
$27K 0.02%
+374
374
$27K 0.02%
+350
375
$27K 0.02%
+1,000
13 14
15
16 17