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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
$0
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
575
New
Increased
Reduced
Closed

Top Sells

1 +$432K
2 +$291K
3 +$72.7K
4
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$22.6K
5
TPL icon
Texas Pacific Land
TPL
+$5.5K

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
TSM icon
251
TSMC
TSM
$2.3T
$9.12K 0.01%
30
BMI icon
252
Badger Meter
BMI
$4.27B
$9.07K 0.01%
52
INTC icon
253
Intel
INTC
$638B
$8.9K 0.01%
241
AMGN icon
254
Amgen
AMGN
$195B
$8.84K 0.01%
27
DAR icon
255
Darling Ingredients
DAR
$8.99B
$8.82K 0.01%
245
APP icon
256
Applovin
APP
$190B
$8.76K 0.01%
13
CDNS icon
257
Cadence Design Systems
CDNS
$104B
$8.75K 0.01%
28
TJX icon
258
TJX Companies
TJX
$167B
$8.6K 0.01%
56
HPE icon
259
Hewlett Packard
HPE
$58.2B
$8.55K 0.01%
356
KLAC icon
260
KLA
KLAC
$348B
$8.51K 0.01%
7
DG icon
261
Dollar General
DG
$25.4B
$8.5K 0.01%
64
CVS icon
262
CVS Health
CVS
$134B
$8.49K 0.01%
107
FDX icon
263
FedEx
FDX
$74.9B
$8.38K 0.01%
29
WAB icon
264
Wabtec
WAB
$44.8B
$8.32K 0.01%
39
ACN icon
265
Accenture
ACN
$80.2B
$8.32K 0.01%
31
ADSK icon
266
Autodesk
ADSK
$42.2B
$8.29K 0.01%
28
WY icon
267
Weyerhaeuser
WY
$17B
$8.15K 0.01%
344
BSX icon
268
Boston Scientific
BSX
$64B
$8.11K ﹤0.01%
85
FCX icon
269
Freeport-McMoran
FCX
$87B
$7.99K ﹤0.01%
157
VMC icon
270
Vulcan Materials
VMC
$38.3B
$7.99K ﹤0.01%
28
JBND icon
271
JPMorgan Active Bond ETF
JBND
$8.25B
$7.9K ﹤0.01%
146
SPGI icon
272
S&P Global
SPGI
$123B
$7.84K ﹤0.01%
15
KNSL icon
273
Kinsale Capital Group
KNSL
$7.96B
$7.82K ﹤0.01%
20
CEF icon
274
Sprott Physical Gold and Silver Trust
CEF
$7.46B
$7.79K ﹤0.01%
170
CG icon
275
Carlyle Group
CG
$15.2B
$7.68K ﹤0.01%
130