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
151
$155K 0.12%
+1,629
152
$153K 0.12%
15,458
153
$152K 0.11%
+1,053
154
$147K 0.11%
+1,002
155
$145K 0.11%
+6,335
156
$143K 0.11%
+2,995
157
$142K 0.11%
+1,425
158
$141K 0.11%
+2,265
159
$140K 0.11%
+852
160
$139K 0.11%
+1,527
161
$138K 0.1%
+2,217
162
$136K 0.1%
+761
163
$136K 0.1%
+1,569
164
$134K 0.1%
+1,951
165
$133K 0.1%
+246
166
$133K 0.1%
+851
167
$131K 0.1%
+2,352
168
$128K 0.1%
+7,571
169
$126K 0.1%
+3,560
170
$126K 0.1%
15,866
171
$126K 0.1%
20,580
172
$125K 0.09%
+683
173
$124K 0.09%
+1,678
174
$123K 0.09%
+1,355
175
$121K 0.09%
+3,050
5 6
7
8 9