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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
576
$1K ﹤0.01%
33
577
$1K ﹤0.01%
21
-3
578
$1K ﹤0.01%
5
579
$1K ﹤0.01%
12
580
$1K ﹤0.01%
27
581
$1K ﹤0.01%
129
+5
582
$1K ﹤0.01%
160
583
$1K ﹤0.01%
170
584
$1K ﹤0.01%
44
585
$1K ﹤0.01%
14
586
$1K ﹤0.01%
85
587
-500
588
$0 ﹤0.01%
9
589
-2,500
590
-600
591
-625
592
-50
593
-800
594
-500
595
-550
596
-500
597
-1,550
598
-300
599
-3
600
-105