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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
551
$3K ﹤0.01%
235
552
$3K ﹤0.01%
200
553
$3K ﹤0.01%
101
+1
554
$3K ﹤0.01%
16
-5
555
$2K ﹤0.01%
+50
556
$2K ﹤0.01%
69
-34
557
$2K ﹤0.01%
17
-2
558
$2K ﹤0.01%
16
-13
559
$2K ﹤0.01%
95
-1,246
560
$2K ﹤0.01%
5
-30
561
$2K ﹤0.01%
218
562
$2K ﹤0.01%
23
-27
563
$2K ﹤0.01%
80
+1
564
$2K ﹤0.01%
1,000
565
$2K ﹤0.01%
317
-1,135
566
$2K ﹤0.01%
123
+31
567
$2K ﹤0.01%
21
-20
568
$2K ﹤0.01%
2,163
569
$2K ﹤0.01%
40
570
$2K ﹤0.01%
131
571
$1K ﹤0.01%
16
-18
572
$1K ﹤0.01%
100
573
$1K ﹤0.01%
+29
574
$1K ﹤0.01%
+29
575
$1K ﹤0.01%
24
-300