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
76
$251K 0.19%
3,305
77
$250K 0.19%
2,646
78
$249K 0.19%
1,833
79
$245K 0.19%
3,318
80
$244K 0.18%
1,518
81
$242K 0.18%
1,415
82
$239K 0.18%
4,014
83
$238K 0.18%
2,554
84
$236K 0.18%
6,505
85
$235K 0.18%
4,874
86
$232K 0.18%
12,716
87
$230K 0.17%
3,504
88
$227K 0.17%
1,419
89
$226K 0.17%
6,448
90
$226K 0.17%
3,900
91
$225K 0.17%
4,905
92
$224K 0.17%
3,879
93
$224K 0.17%
7,462
94
$222K 0.17%
22,745
95
$222K 0.17%
12,155
96
$221K 0.17%
3,465
97
$219K 0.17%
3,221
-1,575
98
$218K 0.16%
1,420
99
$216K 0.16%
9,090
100
$216K 0.16%
4,577
2 3
4
5 6