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
$138M
AUM Growth
+$4.62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
732
New
Increased
Reduced
Closed

Sector Composition

1 Industrials 6.57%
2 Technology 5.38%
3 Consumer Staples 3.48%
4 Healthcare 3%
5 Communication Services 2.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
451
$9K 0.01%
137
452
$9K 0.01%
+200
453
$9K 0.01%
3,000
454
$9K 0.01%
1,000
455
$8K 0.01%
+100
456
$8K 0.01%
425
457
$8K 0.01%
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458
$8K 0.01%
34
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459
$8K 0.01%
400
460
$8K 0.01%
105
+1
461
$8K 0.01%
334
462
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463
$8K 0.01%
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464
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100
465
$7K 0.01%
75
466
$7K 0.01%
+500
467
$7K 0.01%
250
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468
$7K 0.01%
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469
$7K 0.01%
1,476
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$7K 0.01%
143
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$6K ﹤0.01%
43
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$6K ﹤0.01%
309
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473
$6K ﹤0.01%
50
474
$6K ﹤0.01%
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475
$6K ﹤0.01%
+200