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
351
$23K 0.02%
1,642
352
$22K 0.02%
1,343
353
$22K 0.02%
1,000
-1,600
354
$22K 0.02%
126
355
$22K 0.02%
1,000
356
$21K 0.02%
125
357
$21K 0.02%
2,539
+26
358
$21K 0.02%
317
-328
359
$21K 0.02%
225
+1
360
$21K 0.02%
425
-3,281
361
$21K 0.02%
800
362
$21K 0.02%
300
363
$21K 0.02%
86
364
$20K 0.01%
515
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365
$20K 0.01%
100
366
$20K 0.01%
622
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367
$19K 0.01%
1,250
-1,291
368
$19K 0.01%
659
369
$19K 0.01%
219
370
$19K 0.01%
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371
$19K 0.01%
390
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372
$19K 0.01%
500
373
$19K 0.01%
100
374
$18K 0.01%
139
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375
$18K 0.01%
616
+305