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
376
$27K 0.02%
+1,000
377
$27K 0.02%
+960
378
$27K 0.02%
+231
379
$27K 0.02%
+1,000
380
$27K 0.02%
+250
381
$27K 0.02%
+522
382
$26K 0.02%
+1,378
383
$26K 0.02%
+2,222
384
$26K 0.02%
+373
385
$26K 0.02%
+410
386
$26K 0.02%
+150
387
$26K 0.02%
+499
388
$26K 0.02%
+1,485
389
$26K 0.02%
+911
390
$25K 0.02%
+626
391
$25K 0.02%
+403
392
$25K 0.02%
+468
393
$25K 0.02%
+337
394
$25K 0.02%
+858
395
$25K 0.02%
+611
396
$25K 0.02%
+1,039
397
$25K 0.02%
+710
398
$25K 0.02%
+369
399
$24K 0.02%
+548
400
$24K 0.02%
+282
14 15
16
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