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
676
$3K ﹤0.01%
+265
677
$3K ﹤0.01%
+204
678
$2K ﹤0.01%
+113
679
$2K ﹤0.01%
+100
680
$2K ﹤0.01%
+41
681
$2K ﹤0.01%
+36
682
$2K ﹤0.01%
+300
683
$2K ﹤0.01%
+77
684
$2K ﹤0.01%
+250
685
$2K ﹤0.01%
+70
686
$2K ﹤0.01%
+15
687
$2K ﹤0.01%
+25
688
$2K ﹤0.01%
+204
689
$2K ﹤0.01%
+329
690
$1K ﹤0.01%
+26
691
$1K ﹤0.01%
+5
692
$1K ﹤0.01%
+6
693
$1K ﹤0.01%
+16
694
$1K ﹤0.01%
+5
695
$1K ﹤0.01%
+13
696
$1K ﹤0.01%
+12
697
$1K ﹤0.01%
+21
698
$1K ﹤0.01%
+12
699
$1K ﹤0.01%
+1
700
$1K ﹤0.01%
+100
26 27
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