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
$137M
AUM Growth
-$1.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
624
New
Increased
Reduced
Closed

Top Buys

1
+$7.82M
2
+$955K
3
+$879K
4
VRTX icon
Vertex Pharmaceuticals
VRTX
+$678K
5
DIS icon
Walt Disney
DIS
+$609K

Top Sells

1
+$3.43M
2
+$1.81M
3
+$1.51M
4
CAG icon
Conagra Brands
CAG
+$639K
5
LW icon
Lamb Weston
LW
+$572K

Sector Composition

1 Industrials 7.73%
2 Healthcare 6.66%
3 Technology 5.87%
4 Consumer Discretionary 3.41%
5 Communication Services 3.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$950K 0.69%
5,522
+3,470
27
$948K 0.69%
15,434
+127
28
$936K 0.68%
3,248
+975
29
$925K 0.68%
7,758
+586
30
$913K 0.67%
12,936
+4,411
31
$887K 0.65%
31,031
-4,005
32
$839K 0.61%
2,204
+1,133
33
$836K 0.61%
4,656
+1,435
34
$830K 0.61%
20,982
+9,108
35
$825K 0.6%
2,833
+2,039
36
$811K 0.59%
3,776
-599
37
$783K 0.57%
3,620
+1,509
38
$758K 0.55%
21,747
+2,064
39
$757K 0.55%
12,988
-4,176
40
$747K 0.55%
16,947
-6,619
41
$712K 0.52%
13,035
+886
42
$702K 0.51%
3,173
+690
43
$681K 0.5%
5,475
-414
44
$678K 0.5%
+4,000
45
$653K 0.48%
13,187
+3,461
46
$649K 0.47%
3,373
+1,610
47
$640K 0.47%
2,154
+116
48
$621K 0.45%
13,778
+5,774
49
$616K 0.45%
5,599
+2,705
50
$592K 0.43%
11,611
+817
1
2
3 4 5