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
1
$10.5M 7.95%
77,291
2
$9.71M 7.35%
50,967
3
$9.43M 7.13%
165,661
4
$8.44M 6.38%
70,327
5
$7.75M 5.86%
63,629
6
$6.26M 4.73%
107,169
7
$5.99M 4.53%
90,960
8
$3.8M 2.88%
11,258
9
$2.9M 2.2%
69,240
10
$1.6M 1.21%
15,758
11
$1.55M 1.17%
11,430
12
$1.32M 1%
12,396
13
$1.32M 1%
22,408
14
$1.29M 0.98%
8,089
15
$1.29M 0.97%
27,552
16
$1.27M 0.96%
17,044
17
$1.16M 0.88%
4,782
18
$993K 0.75%
6,353
19
$888K 0.67%
24,088
20
$874K 0.66%
9,573
21
$844K 0.64%
26,740
22
$659K 0.5%
24,482
23
$625K 0.47%
8,640
24
$584K 0.44%
5,121
25
$542K 0.41%
7,036
1
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