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
126
$177K 0.13%
+1,180
127
$177K 0.13%
+1,689
128
$176K 0.13%
+1,239
129
$173K 0.13%
+2,774
130
$173K 0.13%
+5,897
131
$172K 0.13%
+2,173
132
$172K 0.13%
+4,816
133
$171K 0.13%
+1,566
134
$171K 0.13%
+2,731
135
$170K 0.13%
+2,863
136
$169K 0.13%
+2,178
137
$167K 0.13%
+755
138
$166K 0.13%
+627
139
$165K 0.12%
+4,330
140
$164K 0.12%
+1,029
141
$164K 0.12%
+3,105
142
$164K 0.12%
+2,889
143
$161K 0.12%
+3,760
144
$161K 0.12%
+1,829
145
$161K 0.12%
+6,532
146
$161K 0.12%
+2,307
147
$160K 0.12%
+2,927
148
$159K 0.12%
10,494
149
$158K 0.12%
+4,544
150
$157K 0.12%
+3,495
4 5
6
7 8