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
676
$3K ﹤0.01%
+265
677
$3K ﹤0.01%
+204
678
$2K ﹤0.01%
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679
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680
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+25
681
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682
$2K ﹤0.01%
+329
683
$2K ﹤0.01%
+41
684
$2K ﹤0.01%
+36
685
$2K ﹤0.01%
+300
686
$2K ﹤0.01%
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687
$2K ﹤0.01%
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688
$2K ﹤0.01%
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696
$1K ﹤0.01%
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697
$1K ﹤0.01%
+26
698
$1K ﹤0.01%
+7
699
$1K ﹤0.01%
+4
700
$1K ﹤0.01%
+36
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