We are live on ! Find out more
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
601
-210
602
-100
603
-200
604
-6,000
605
-200
606
$0 ﹤0.01%
100
607
-700
608
-270
609
-14
610
-1,000
611
-110
612
-25
613
-200
614
-1,634
615
-200
616
-1,000
617
-75
618
-865
619
-150
620
-650
621
-1,327
622
-106
623
-117
624
-910
625
-725