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
626
$5K ﹤0.01%
+200
627
$5K ﹤0.01%
+57
628
$5K ﹤0.01%
+52
629
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630
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631
$5K ﹤0.01%
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632
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633
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634
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635
$5K ﹤0.01%
+250
636
$4K ﹤0.01%
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637
$4K ﹤0.01%
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638
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640
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641
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$4K ﹤0.01%
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645
$4K ﹤0.01%
+52
646
$4K ﹤0.01%
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647
$4K ﹤0.01%
+66
648
$4K ﹤0.01%
+126
649
$4K ﹤0.01%
+232
650
$4K ﹤0.01%
+125
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