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
526
$10K 0.01%
+1,000
527
$10K 0.01%
+230
528
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+212
529
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+700
530
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531
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532
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533
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534
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535
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+390
536
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537
$9K 0.01%
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538
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539
$9K 0.01%
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540
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541
$9K 0.01%
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542
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543
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+1,190
544
$9K 0.01%
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545
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+1,500
546
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547
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548
$9K 0.01%
+150
549
$9K 0.01%
+815
550
$9K 0.01%
+103
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