CWA

Clarus Wealth Advisors Portfolio holdings

AUM $235M
1-Year Est. Return 25.09%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.09%
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
+$219K
2
+$214K
3
+$213K
4
GMED icon
Globus Medical
GMED
+$204K
5
BDX icon
Becton Dickinson
BDX
+$198K

Top Sells

1
+$70.8K

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
501
$12K 0.01%
+250
502
$12K 0.01%
+400
503
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504
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505
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+90
506
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507
$11K 0.01%
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508
$11K 0.01%
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509
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510
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+96
511
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512
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+300
513
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514
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515
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516
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+30
517
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+1,000
518
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519
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+2,250
520
$10K 0.01%
+106
521
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522
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+500
523
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+89
524
$10K 0.01%
+230
525
$10K 0.01%
+212
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