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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
676
-160
677
$0 ﹤0.01%
1
678
-450
679
$0 ﹤0.01%
+8
680
-200
681
-502
682
-250
683
-100
684
-1,500
685
-500
686
-350
687
-400
688
-500
689
-450
690
-202
691
$0 ﹤0.01%
32
-6,550
692
-100
693
-2,024
694
-725
695
-7,980
696
-450
697
-200
698
-600
699
-250
700
-125