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
426
$20K 0.02%
+522
427
$20K 0.02%
+280
428
$20K 0.02%
+3,443
429
$19K 0.01%
+355
430
$19K 0.01%
+1,634
431
$19K 0.01%
+505
432
$19K 0.01%
+530
433
$19K 0.01%
+163
434
$19K 0.01%
+1,000
435
$19K 0.01%
+425
436
$18K 0.01%
+247
437
$18K 0.01%
+132
438
$18K 0.01%
+500
439
$18K 0.01%
+600
440
$18K 0.01%
+84
441
$18K 0.01%
+500
442
$17K 0.01%
+322
443
$17K 0.01%
+450
444
$17K 0.01%
+800
445
$17K 0.01%
+465
446
$17K 0.01%
+430
447
$17K 0.01%
+301
448
$17K 0.01%
+500
449
$17K 0.01%
+1,000
450
$17K 0.01%
+158
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