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
101
$283K 0.21%
+4,563
102
$282K 0.21%
+7,435
103
$282K 0.21%
14,316
+1,230
104
$278K 0.2%
4,287
+155
105
$274K 0.2%
3,831
+360
106
$273K 0.2%
4,620
-210
107
$273K 0.2%
+5,572
108
$271K 0.2%
3,380
+107
109
$271K 0.2%
+3,000
110
$266K 0.19%
3,805
-217
111
$264K 0.19%
2,825
-134
112
$259K 0.19%
8,091
+658
113
$254K 0.19%
8,915
+8,205
114
$252K 0.18%
+4,000
115
$246K 0.18%
1,460
+1,335
116
$239K 0.17%
2,703
+2,272
117
$238K 0.17%
+12,250
118
$237K 0.17%
4,700
119
$236K 0.17%
1,421
+3
120
$234K 0.17%
+1,392
121
$230K 0.17%
6,736
+6,397
122
$228K 0.17%
8,061
+632
123
$220K 0.16%
1,944
+275
124
$219K 0.16%
+2,000
125
$218K 0.16%
5,949
+573
3 4
5
6 7