CWA

Clarus Wealth Advisors Portfolio holdings

AUM $241M
1-Year Est. Return 22.85%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.85%
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
+$219K
2
+$214K
3
+$213K
4
GMED icon
Globus Medical
GMED
+$204K
5
BDX icon
Becton Dickinson
BDX
+$198K

Top Sells

1
+$70.8K

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
451
$17K 0.01%
+301
452
$16K 0.01%
+500
453
$16K 0.01%
+141
454
$16K 0.01%
+300
455
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+169
456
$16K 0.01%
+260
457
$16K 0.01%
+502
458
$16K 0.01%
+300
459
$16K 0.01%
+659
460
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+604
461
$16K 0.01%
+300
462
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+247
463
$16K 0.01%
+436
464
$16K 0.01%
+400
465
$15K 0.01%
+100
466
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+400
467
$15K 0.01%
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468
$15K 0.01%
+630
469
$15K 0.01%
+1,000
470
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471
$15K 0.01%
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472
$14K 0.01%
+300
473
$14K 0.01%
+1,000
474
$14K 0.01%
+154
475
$14K 0.01%
+426
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