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
451
$17K 0.01%
+50
452
$16K 0.01%
+141
453
$16K 0.01%
+300
454
$16K 0.01%
+500
455
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+169
456
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+260
457
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458
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+300
459
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+659
460
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+604
461
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+300
462
$16K 0.01%
+247
463
$16K 0.01%
+436
464
$16K 0.01%
+400
465
$15K 0.01%
+487
466
$15K 0.01%
+1,000
467
$15K 0.01%
+689
468
$15K 0.01%
+100
469
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+400
470
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+1,108
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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