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
126
$218K 0.16%
+5,605
127
$218K 0.16%
5,949
+573
128
$215K 0.16%
1,685
+68
129
$214K 0.16%
1,918
-127
130
$211K 0.15%
+4,737
131
$210K 0.15%
4,511
+450
132
$204K 0.15%
+6,000
133
$203K 0.15%
2,044
+2,000
134
$201K 0.15%
1,204
+356
135
$178K 0.13%
18,413
+401
136
$162K 0.12%
6,961
+380
137
$133K 0.1%
+10,000
138
$127K 0.09%
11,307
+1,085
139
$115K 0.08%
+10,131
140
$102K 0.07%
10,082
+419
141
$32K 0.02%
10,570
142
$25K 0.02%
19,000
143
$16K 0.01%
500
144
$10K 0.01%
+10,147
145
$6K ﹤0.01%
15,000
+5,000
146
– –
-137
147
– –
-1,100
148
– –
-12
149
– –
-16
150
– –
-1,450
4 5
6
7 8