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
501
$12K 0.01%
+10
502
$12K 0.01%
+400
503
$12K 0.01%
+250
504
$12K 0.01%
+207
505
$12K 0.01%
+90
506
$12K 0.01%
+227
507
$11K 0.01%
+206
508
$11K 0.01%
+96
509
$11K 0.01%
+126
510
$11K 0.01%
+300
511
$11K 0.01%
+210
512
$11K 0.01%
+106
513
$11K 0.01%
+700
514
$11K 0.01%
+30
515
$11K 0.01%
+1,000
516
$11K 0.01%
+100
517
$11K 0.01%
+2,250
518
$11K 0.01%
+600
519
$11K 0.01%
+962
520
$10K 0.01%
+106
521
$10K 0.01%
+5
522
$10K 0.01%
+500
523
$10K 0.01%
+89
524
$10K 0.01%
+70
525
$10K 0.01%
+500
19 20
21
22 23