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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
$138M
AUM Growth
+$4.62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
732
New
Increased
Reduced
Closed

Sector Composition

1 Industrials 6.57%
2 Technology 5.38%
3 Consumer Staples 3.48%
4 Healthcare 3%
5 Communication Services 2.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
526
$4K ﹤0.01%
245
-33
527
$4K ﹤0.01%
33
528
$4K ﹤0.01%
92
529
$4K ﹤0.01%
90
+1
530
$4K ﹤0.01%
185
531
$4K ﹤0.01%
204
532
$4K ﹤0.01%
31
+8
533
$4K ﹤0.01%
36
534
$4K ﹤0.01%
56
535
$4K ﹤0.01%
44
536
$3K ﹤0.01%
141
537
$3K ﹤0.01%
24
538
$3K ﹤0.01%
35
+4
539
$3K ﹤0.01%
33
540
$3K ﹤0.01%
67
-1
541
$3K ﹤0.01%
38
542
$3K ﹤0.01%
226
543
$3K ﹤0.01%
+100
544
$3K ﹤0.01%
24
-4
545
$3K ﹤0.01%
250
546
$3K ﹤0.01%
350
547
$3K ﹤0.01%
554
548
$3K ﹤0.01%
606
549
$3K ﹤0.01%
38
550
$3K ﹤0.01%
+17