CWA

Clarus Wealth Advisors Portfolio holdings

AUM $241M
1-Year Est. Return 22.85%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.85%
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%
+100
502
$12K 0.01%
+10
503
$12K 0.01%
+400
504
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+207
505
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+90
506
$12K 0.01%
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507
$11K 0.01%
+600
508
$11K 0.01%
+962
509
$11K 0.01%
+206
510
$11K 0.01%
+96
511
$11K 0.01%
+126
512
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+300
513
$11K 0.01%
+210
514
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+106
515
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+700
516
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+30
517
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+1,000
518
$11K 0.01%
+100
519
$11K 0.01%
+2,250
520
$10K 0.01%
+212
521
$10K 0.01%
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522
$10K 0.01%
+5
523
$10K 0.01%
+500
524
$10K 0.01%
+89
525
$10K 0.01%
+700
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