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 (-7%)
Cap. Flow
-$2.71M
Cap. Flow % of AUM
-1.45%
Top 10 Holdings %Top 10 Hldgs %
51.02%
Holding
138
New
19
Increased
46
Reduced
22
Closed
50
Top Buys
1 | $9.15M | |
2 | $8.94M | |
3 | $4.68M | |
4 | $3.65M | |
5 | $2.44M |
Top Sells
1 | $5.03M | |
2 | $4.44M | |
3 | $4.25M | |
4 | $4.13M | |
5 | $4.08M |
Sector Composition
1 | Technology | 8.67% |
2 | Consumer Discretionary | 2.62% |
3 | Industrials | 2.58% |
4 | Financials | 2.31% |
5 | Communication Services | 1.12% |