CWA

Clarus Wealth Advisors Portfolio holdings

AUM $226M
1-Year Est. Return 21.92%
This Quarter Est. Return
1 Year Est. Return
+21.92%
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
51
$299K 0.23%
7,953
52
$294K 0.22%
4,612
53
$290K 0.22%
1,343
54
$289K 0.22%
4,824
55
$289K 0.22%
2,396
56
$287K 0.22%
5,869
57
$285K 0.22%
1,513
58
$284K 0.21%
3,690
59
$283K 0.21%
5,428
60
$283K 0.21%
4,547
61
$280K 0.21%
17,171
62
$278K 0.21%
5,976
63
$273K 0.21%
9,130
64
$270K 0.2%
2,550
65
$269K 0.2%
14,170
66
$269K 0.2%
5,924
67
$268K 0.2%
6,170
68
$262K 0.2%
17,984
69
$260K 0.2%
5,498
70
$258K 0.2%
787
71
$258K 0.2%
1,489
72
$257K 0.19%
4,960
73
$253K 0.19%
6,096
74
$252K 0.19%
1,147
75
$252K 0.19%
8,690
1 2
3
4 5