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
576
$7K 0.01%
+126
577
$7K 0.01%
+200
578
$7K 0.01%
+216
579
$7K 0.01%
+89
580
$7K 0.01%
+1,476
581
$7K 0.01%
+135
582
$7K 0.01%
+245
583
$7K 0.01%
+126
584
$7K 0.01%
+400
585
$7K 0.01%
+135
586
$6K ﹤0.01%
+100
587
$6K ﹤0.01%
+67
588
$6K ﹤0.01%
+135
589
$6K ﹤0.01%
+140
590
$6K ﹤0.01%
+150
591
$6K ﹤0.01%
+200
592
$6K ﹤0.01%
+309
593
$6K ﹤0.01%
+43
594
$6K ﹤0.01%
+56
595
$6K ﹤0.01%
+342
596
$6K ﹤0.01%
+100
597
$6K ﹤0.01%
+95
598
$6K ﹤0.01%
+175
599
$6K ﹤0.01%
+107
600
$6K ﹤0.01%
+399