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
101
$215K 0.16%
4,902
102
$213K 0.16%
50
103
$211K 0.16%
5,997
104
$210K 0.16%
19,337
105
$206K 0.16%
5,065
106
$206K 0.16%
4,325
107
$205K 0.16%
6,900
108
$205K 0.16%
4,194
109
$205K 0.16%
1,495
110
$204K 0.15%
3,591
111
$204K 0.15%
4,350
112
$204K 0.15%
1,267
113
$201K 0.15%
8,164
114
$200K 0.15%
1,370
115
$200K 0.15%
+4,693
116
$197K 0.15%
17,208
117
$197K 0.15%
+1,740
118
$194K 0.15%
+3,904
119
$192K 0.15%
+1,936
120
$192K 0.15%
+1,914
121
$190K 0.14%
+643
122
$190K 0.14%
+2,864
123
$188K 0.14%
+888
124
$186K 0.14%
10,396
125
$182K 0.14%
+3,796
3 4
5
6 7