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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
651
-100
652
-4,856
653
-3,360
654
-812
655
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656
-300
657
-800
658
-500
659
-100
660
-1,240
661
-4,379
662
-11,165
663
-400
664
-450
665
-980
666
-260
667
-9
668
-1,440
669
-300
670
-600
671
-582
672
-627
673
-250
674
-1,500
675
$0 ﹤0.01%
136
-1