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
76
$438K 0.32%
983
+485
77
$437K 0.32%
+3,287
78
$413K 0.3%
2,130
+930
79
$404K 0.3%
6,725
+439
80
$399K 0.29%
7,703
+562
81
$393K 0.29%
3,299
+252
82
$386K 0.28%
5,928
+323
83
$375K 0.27%
15,923
+1,209
84
$373K 0.27%
1,901
+1,376
85
$368K 0.27%
11,567
+821
86
$360K 0.26%
2,231
+1,122
87
$355K 0.26%
2,807
+1,330
88
$350K 0.26%
6,276
+223
89
$343K 0.25%
2,495
90
$334K 0.24%
1,508
+691
91
$325K 0.24%
+2,988
92
$319K 0.23%
22,086
-6,363
93
$313K 0.23%
10,190
+664
94
$306K 0.22%
2,367
+216
95
$304K 0.22%
+1,028
96
$297K 0.22%
1,379
97
$291K 0.21%
3,866
+2,050
98
$290K 0.21%
3,312
+2,078
99
$289K 0.21%
+1,846
100
$287K 0.21%
2,465
2 3
4
5 6