CWA

Clarus Wealth Advisors Portfolio holdings

AUM $216M
This Quarter Return
-3.95%
1 Year Return
+18.39%
3 Year Return
5 Year Return
10 Year Return
AUM
$187M
AUM Growth
-$13.8M
Cap. Flow
-$2.71M
Cap. Flow %
-1.45%
Top 10 Hldgs %
51.02%
Holding
138
New
19
Increased
46
Reduced
22
Closed
50
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
-9,369
Closed
-$397K
-9,060
Closed
-$727K
-29,638
Closed
-$549K
-7,265
Closed
-$867K
-8,118
Closed
-$385K
-22,046
Closed
-$720K
-31,505
Closed
-$590K
-17,295
Closed
-$352K
-20,508
Closed
-$509K
-27,580
Closed
-$343K
-16,927
Closed
-$516K
-15,124
Closed
-$649K
-5,681
Closed
-$330K
-3,072
Closed
-$364K
-25,058
Closed
-$1.97M
-7,756
Closed
-$384K
-1,579
Closed
-$343K
-3,035
Closed
-$377K
-6,360
Closed
-$504K
-11,127
Closed
-$1.74M
-6,319
Closed
-$353K
-11,026
Closed
-$225K
-8,267
Closed
-$400K
-11,703
Closed
-$233K
-546
Closed
-$312K