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
176
$121K 0.09%
+2,771
177
$120K 0.09%
+8,650
178
$118K 0.09%
+760
179
$115K 0.09%
+1,201
180
$114K 0.09%
+2,277
181
$113K 0.09%
+829
182
$113K 0.09%
+4,400
183
$113K 0.09%
+525
184
$112K 0.08%
+2,350
185
$111K 0.08%
+485
186
$110K 0.08%
+1,750
187
$109K 0.08%
+1,774
188
$109K 0.08%
+881
189
$108K 0.08%
+10,120
190
$107K 0.08%
+1,866
191
$105K 0.08%
+5,400
192
$101K 0.08%
+2,331
193
$100K 0.08%
+1,467
194
$99K 0.07%
+905
195
$98K 0.07%
+1,715
196
$97K 0.07%
+3,047
197
$97K 0.07%
+729
198
$97K 0.07%
+602
199
$96K 0.07%
+1,114
200
$96K 0.07%
+1,063