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
$165M
AUM Growth
+$5.66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$1.22M
2
+$714K
3
+$577K
4
ODFL icon
Old Dominion Freight Line
ODFL
+$560K
5
BND icon
Vanguard Total Bond Market
BND
+$554K

Top Sells

1
+$6.69M
2
+$997K
3
+$753K
4
ADBE icon
Adobe
ADBE
+$523K
5
LMT icon
Lockheed Martin
LMT
+$401K

Sector Composition

1 Technology 8%
2 Industrials 2.52%
3 Consumer Discretionary 2.37%
4 Financials 1.31%
5 Energy 0.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$675K 0.41%
10,560
+23
52
$649K 0.39%
2,235
-99
53
$626K 0.38%
39,654
+4,965
54
$611K 0.37%
32,966
-1,202
55
$609K 0.37%
21,486
-660
56
$605K 0.37%
13,829
-1,106
57
$579K 0.35%
4,904
+975
58
$569K 0.35%
26,154
-849
59
$565K 0.34%
3,783
+1,060
60
$560K 0.34%
+3,026
61
$549K 0.33%
9,925
-408
62
$546K 0.33%
4,570
-321
63
$543K 0.33%
17,228
-1,215
64
$525K 0.32%
7,903
-176
65
$525K 0.32%
+4,637
66
$515K 0.31%
2,408
+49
67
$515K 0.31%
980
+43
68
$513K 0.31%
3,172
+113
69
$513K 0.31%
998
+129
70
$511K 0.31%
1,185
+40
71
$509K 0.31%
3,415
-233
72
$508K 0.31%
30,182
-3,190
73
$496K 0.3%
2,337
+160
74
$495K 0.3%
4,743
+821
75
$487K 0.3%
+2,323
1 2
3
4 5