CWA

Clarus Wealth Advisors Portfolio holdings

AUM $226M
1-Year Est. Return 21.92%
This Quarter Est. Return
1 Year Est. Return
+21.92%
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
601
$6K ﹤0.01%
+500
602
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+30
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$5K ﹤0.01%
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605
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606
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609
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610
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+200
611
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+600
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$5K ﹤0.01%
+1,000
617
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$5K ﹤0.01%
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619
$5K ﹤0.01%
+100
620
$5K ﹤0.01%
+84
621
$5K ﹤0.01%
+71
622
$5K ﹤0.01%
+62
623
$5K ﹤0.01%
+40
624
$5K ﹤0.01%
+150
625
$5K ﹤0.01%
+188
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