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
26
$530K 0.4%
37,320
27
$526K 0.4%
9,029
28
$500K 0.38%
2,073
29
$480K 0.36%
1,825
30
$477K 0.36%
3,234
31
$475K 0.36%
12,252
32
$430K 0.33%
5,763
33
$423K 0.32%
15,353
34
$420K 0.32%
6,423
35
$408K 0.31%
3,897
36
$408K 0.31%
5,016
37
$407K 0.31%
9,960
38
$404K 0.31%
18,175
39
$402K 0.3%
4,607
40
$396K 0.3%
4,996
41
$381K 0.29%
18,250
42
$354K 0.27%
7,230
43
$330K 0.25%
2,760
44
$318K 0.24%
9,374
45
$317K 0.24%
1,483
46
$315K 0.24%
1,117
47
$311K 0.24%
2,430
48
$309K 0.23%
10,750
49
$307K 0.23%
14,004
50
$300K 0.23%
2,065
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