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
$165M
AUM Growth
+$5.66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$1.22M
2
+$714K
3
+$577K
4
ODFL icon
Old Dominion Freight Line
ODFL
+$560K
5
BND icon
Vanguard Total Bond Market
BND
+$554K

Top Sells

1
+$6.69M
2
+$997K
3
+$753K
4
ADBE icon
Adobe
ADBE
+$523K
5
LMT icon
Lockheed Martin
LMT
+$401K

Sector Composition

1 Technology 8%
2 Industrials 2.52%
3 Consumer Discretionary 2.37%
4 Financials 1.31%
5 Energy 0.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.61M 0.98%
7,371
-55
27
$1.55M 0.94%
19,900
+318
28
$1.47M 0.89%
22,589
+268
29
$1.46M 0.89%
12,147
+1,027
30
$1.43M 0.87%
22,928
+2,016
31
$1.38M 0.84%
16,958
+1,412
32
$1.27M 0.77%
9,844
+478
33
$1.24M 0.75%
3,374
-3
34
$1.22M 0.74%
+11,338
35
$1.21M 0.74%
9,744
+1,047
36
$1.19M 0.72%
3,526
-361
37
$1.12M 0.68%
2,452
-874
38
$1.1M 0.67%
27,941
+2,688
39
$1.06M 0.64%
6,241
-28
40
$953K 0.58%
3,474
+68
41
$931K 0.57%
21,890
-6,110
42
$917K 0.56%
40,050
+375
43
$843K 0.51%
7,449
+1,278
44
$814K 0.49%
3,320
+154
45
$783K 0.48%
25,105
-760
46
$776K 0.47%
8,926
-233
47
$718K 0.44%
15,352
-399
48
$714K 0.43%
+5,504
49
$709K 0.43%
1,502
+310
50
$682K 0.41%
17,215
-338
1
2
3 4 5