We are live on ! Find out more
CWA

Clarus Wealth Advisors Portfolio holdings

AUM $235M
1-Year Est. Return 25.09%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$137M
AUM Growth
-$1.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
624
New
Increased
Reduced
Closed

Top Buys

1
+$7.61M
2
+$938K
3
+$921K
4
VRTX icon
Vertex Pharmaceuticals
VRTX
+$708K
5
DIS icon
Walt Disney
DIS
+$646K

Top Sells

1
+$3.43M
2
+$1.78M
3
+$1.52M
4
CAG icon
Conagra Brands
CAG
+$639K
5
LW icon
Lamb Weston
LW
+$572K

Sector Composition

1 Industrials 7.73%
2 Healthcare 6.66%
3 Technology 5.87%
4 Consumer Discretionary 3.41%
5 Communication Services 3.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
– –
-40
352
– –
-250
353
– –
-184
354
– –
-2,882
355
– –
-23
356
– –
-264
357
– –
-242
358
– –
-292
359
– –
-195
360
– –
-786
361
– –
-622
362
– –
-33
363
– –
-1,000
364
– –
-6,087
365
– –
-16
366
– –
-92
367
– –
-700
368
– –
-303
369
– –
-300
370
– –
-818
371
– –
-5,000
372
– –
-1,400
373
– –
-1,278
374
– –
-661
375
– –
-700
13 14
15
16 17