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
201
$95K 0.07%
+860
202
$95K 0.07%
+7,575
203
$94K 0.07%
18,019
204
$93K 0.07%
+2,262
205
$93K 0.07%
+2,170
206
$93K 0.07%
+3,169
207
$92K 0.07%
+2,122
208
$92K 0.07%
+5,800
209
$92K 0.07%
+1,952
210
$91K 0.07%
+1,263
211
$91K 0.07%
+1,650
212
$90K 0.07%
+3,450
213
$89K 0.07%
+575
214
$88K 0.07%
+4,729
215
$84K 0.06%
+713
216
$84K 0.06%
+2,750
217
$82K 0.06%
+1,434
218
$81K 0.06%
+2,706
219
$81K 0.06%
+2,393
220
$81K 0.06%
+722
221
$78K 0.06%
+829
222
$78K 0.06%
+2,526
223
$77K 0.06%
+1,236
224
$77K 0.06%
+666
225
$77K 0.06%
+563
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