CWP

Clark Wealth Partners Portfolio holdings

AUM $149M
1-Year Est. Return 15.91%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$164M
AUM Growth
+$16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
656
New
Increased
Reduced
Closed

Top Buys

1
+$16.2M
2
+$8.9M
3
+$6.08M
4
XMHQ icon
Invesco S&P MidCap Quality ETF
XMHQ
+$3.78M
5
QCOM icon
Qualcomm
QCOM
+$714K

Top Sells

1
+$15.2M
2
+$10.3M
3
+$4.56M
4
XSMO icon
Invesco S&P SmallCap Momentum ETF
XSMO
+$2.28M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$1.87M

Sector Composition

1 Technology 4.69%
2 Financials 3.06%
3 Industrials 2.4%
4 Healthcare 1.93%
5 Consumer Discretionary 1.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$11.1K 0.01%
46
+17
227
$10.8K 0.01%
141
228
$10.8K 0.01%
+102
229
$10.7K 0.01%
21
230
$10.7K 0.01%
50
231
$10.6K 0.01%
91
232
$10.2K 0.01%
18
233
$10.2K 0.01%
216
-512
234
$10K 0.01%
136
+105
235
$9.89K 0.01%
28
236
$9.81K 0.01%
126
-299
237
$9.74K 0.01%
+144
238
$9.72K 0.01%
17
+10
239
$9.71K 0.01%
63
240
$9.7K 0.01%
+63
241
$9.57K 0.01%
83
+18
242
$9.52K 0.01%
137
-329
243
$9.43K 0.01%
43
244
$9.35K 0.01%
108
245
$9.34K 0.01%
15
-1
246
$9.33K 0.01%
43
247
$9.33K 0.01%
127
+3
248
$9.16K 0.01%
318
+7
249
$9.12K 0.01%
63
-24
250
$9.12K 0.01%
30
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10
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