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
401
$24K 0.02%
+360
402
$24K 0.02%
+1,145
403
$24K 0.02%
+320
404
$24K 0.02%
+740
405
$24K 0.02%
+417
406
$23K 0.02%
+583
407
$23K 0.02%
+301
408
$23K 0.02%
+260
409
$23K 0.02%
20,000
410
$23K 0.02%
+250
411
$23K 0.02%
+311
412
$23K 0.02%
+402
413
$22K 0.02%
+1,343
414
$22K 0.02%
+450
415
$22K 0.02%
+3,700
416
$22K 0.02%
+3,624
417
$22K 0.02%
+662
418
$21K 0.02%
+125
419
$21K 0.02%
+625
420
$21K 0.02%
+329
421
$21K 0.02%
+336
422
$21K 0.02%
+350
423
$21K 0.02%
+424
424
$20K 0.02%
+327
425
$20K 0.02%
+468
15 16
17
18 19