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
476
$14K 0.01%
+300
477
$14K 0.01%
+650
478
$14K 0.01%
+1,500
479
$14K 0.01%
+238
480
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+250
481
$14K 0.01%
+1,000
482
$14K 0.01%
+146
483
$14K 0.01%
500
484
$14K 0.01%
+215
485
$13K 0.01%
+450
486
$13K 0.01%
+799
487
$13K 0.01%
+202
488
$13K 0.01%
+94
489
$13K 0.01%
+370
490
$13K 0.01%
+372
491
$13K 0.01%
+1,158
492
$13K 0.01%
+53
493
$13K 0.01%
+50
494
$12K 0.01%
+440
495
$12K 0.01%
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496
$12K 0.01%
+300
497
$12K 0.01%
+301
498
$12K 0.01%
+250
499
$12K 0.01%
+400
500
$12K 0.01%
+100
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