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
251
$9.07K 0.01%
52
-40
252
$8.9K 0.01%
241
+5
253
$8.84K 0.01%
27
254
$8.82K 0.01%
245
255
$8.76K 0.01%
+13
256
$8.75K 0.01%
28
257
$8.6K 0.01%
56
-30
258
$8.55K 0.01%
356
259
$8.51K 0.01%
7
260
$8.5K 0.01%
64
261
$8.49K 0.01%
107
+43
262
$8.38K 0.01%
29
263
$8.32K 0.01%
39
264
$8.32K 0.01%
+31
265
$8.29K 0.01%
28
266
$8.15K 0.01%
344
+309
267
$8.11K ﹤0.01%
85
-42
268
$7.99K ﹤0.01%
157
+59
269
$7.99K ﹤0.01%
28
270
$7.9K ﹤0.01%
146
271
$7.84K ﹤0.01%
+15
272
$7.82K ﹤0.01%
20
-12
273
$7.79K ﹤0.01%
+170
274
$7.68K ﹤0.01%
130
-96
275
$7.66K ﹤0.01%
64
9 10
11
12 13