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
$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
651
$4K ﹤0.01%
+232
652
$4K ﹤0.01%
+125
653
$4K ﹤0.01%
+554
654
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655
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656
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657
$4K ﹤0.01%
+4
658
$3K ﹤0.01%
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659
$3K ﹤0.01%
+42
660
$3K ﹤0.01%
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661
$3K ﹤0.01%
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662
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663
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664
$3K ﹤0.01%
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665
$3K ﹤0.01%
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$3K ﹤0.01%
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667
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668
$3K ﹤0.01%
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669
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+8
670
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+17
671
$3K ﹤0.01%
+26
672
$3K ﹤0.01%
+46
673
$3K ﹤0.01%
+56
674
$3K ﹤0.01%
+60
675
$3K ﹤0.01%
+56
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