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
$165M
AUM Growth
+$5.66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1 +$1.22M
2 +$714K
3 +$577K
4
ODFL icon
Old Dominion Freight Line
ODFL
+$560K
5
BND icon
Vanguard Total Bond Market
BND
+$554K

Top Sells

1 +$6.69M
2 +$997K
3 +$753K
4
ADBE icon
Adobe
ADBE
+$523K
5
LMT icon
Lockheed Martin
LMT
+$401K

Sector Composition

1 Technology 8%
2 Industrials 2.52%
3 Consumer Discretionary 2.37%
4 Financials 1.31%
5 Energy 0.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
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130
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132
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133
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135
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137
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138
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139
-14
140
-1,375