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
+$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
$8K 0.01%
+89
554
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+100
555
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556
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+50
557
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558
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+700
559
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+177
560
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561
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562
$8K 0.01%
+500
563
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+742
564
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565
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566
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567
$8K 0.01%
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568
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+500
569
$8K 0.01%
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570
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571
$8K 0.01%
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572
$7K 0.01%
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573
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+128
574
$7K 0.01%
+46
575
$7K 0.01%
+238
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