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
551
$9K 0.01%
+600
552
$9K 0.01%
+100
553
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+71
554
$8K 0.01%
+700
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556
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558
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+500
559
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560
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562
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563
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564
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+500
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566
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567
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568
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569
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570
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571
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572
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573
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574
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+200
575
$7K 0.01%
+216
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