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
$137M
AUM Growth
-$1.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
624
New
Increased
Reduced
Closed

Top Buys

1
+$7.82M
2
+$955K
3
+$879K
4
VRTX icon
Vertex Pharmaceuticals
VRTX
+$678K
5
DIS icon
Walt Disney
DIS
+$609K

Top Sells

1
+$3.43M
2
+$1.81M
3
+$1.51M
4
CAG icon
Conagra Brands
CAG
+$639K
5
LW icon
Lamb Weston
LW
+$572K

Sector Composition

1 Industrials 7.73%
2 Healthcare 6.66%
3 Technology 5.87%
4 Consumer Discretionary 3.41%
5 Communication Services 3.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$591K 0.43%
+2,540
52
$583K 0.43%
4,988
+985
53
$575K 0.42%
20,522
+6,564
54
$574K 0.42%
15,284
+2,350
55
$569K 0.42%
+8,973
56
$563K 0.41%
6,246
+9
57
$560K 0.41%
+11,052
58
$545K 0.4%
36,217
+2,404
59
$544K 0.4%
3,512
+2,890
60
$525K 0.38%
6,928
+529
61
$511K 0.37%
5,881
+5,026
62
$506K 0.37%
6,970
+141
63
$500K 0.37%
10,195
+258
64
$478K 0.35%
5,562
+641
65
$475K 0.35%
2,670
+519
66
$473K 0.35%
5,433
+368
67
$471K 0.34%
+14,677
68
$468K 0.34%
2,361
+299
69
$468K 0.34%
7,660
-440
70
$468K 0.34%
1,328
+88
71
$455K 0.33%
4,460
+245
72
$446K 0.33%
7,997
+584
73
$446K 0.33%
9,854
+4,636
74
$446K 0.33%
2,304
+2,180
75
$445K 0.33%
2,997
+1,961
1 2
3
4 5