CWA
Clarus Wealth Advisors Portfolio holdings
AUM
$216M
1-Year Return
18.39%
This Quarter Return
+2.59%
1 Year Return
+18.39%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$132M
AUM Growth
+$23.9M
(+22%)
Cap. Flow
+$23.8M
Cap. Flow
% of AUM
18%
Top 10 Holdings %
Top 10 Hldgs %
50.22%
Holding
736
New
608
Increased
–
Reduced
1
Closed
–
Top Buys
| 1 |
Commerce Bancshares
CBSH
|
$200K |
| 2 |
iShares TIPS Bond ETF
TIP
|
$197K |
| 3 |
Globus Medical
GMED
|
$194K |
| 4 |
Walt Disney
DIS
|
$192K |
| 5 |
Philip Morris
PM
|
$192K |
Top Sells
| 1 |
Pentair
PNR
|
$107K |
Sector Composition
| 1 | Industrials | 7.18% |
| 2 | Technology | 4.87% |
| 3 | Consumer Staples | 3.66% |
| 4 | Healthcare | 2.9% |
| 5 | Financials | 2.69% |
