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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
701
-4,650
702
-625
703
-200
704
$0 ﹤0.01%
16
705
-1,086
706
-130
707
-250
708
0
709
-200
710
-400
711
-1,790
712
$0 ﹤0.01%
16
713
-550
714
-500
715
-117
716
-1,750
717
-19,851
718
-24
719
-2,835
720
$0 ﹤0.01%
113
721
$0 ﹤0.01%
22
722
-934
723
-700
724
-2,250
725
-3,973