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
+$219K
2
+$214K
3
+$213K
4
GMED icon
Globus Medical
GMED
+$204K
5
BDX icon
Becton Dickinson
BDX
+$198K

Top Sells

1
+$70.8K

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
601
$6K ﹤0.01%
+309
602
$6K ﹤0.01%
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603
$5K ﹤0.01%
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604
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605
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607
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608
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610
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+600
611
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+1,000
614
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617
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619
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620
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+205
621
$5K ﹤0.01%
+57
622
$5K ﹤0.01%
+52
623
$5K ﹤0.01%
+117
624
$5K ﹤0.01%
+100
625
$5K ﹤0.01%
+213
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