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
276
$7.65K ﹤0.01%
23
-26
277
$7.62K ﹤0.01%
+522
278
$7.52K ﹤0.01%
16
279
$7.49K ﹤0.01%
7
280
$7.37K ﹤0.01%
46
+19
281
$7.33K ﹤0.01%
+32
282
$7.31K ﹤0.01%
+35
283
$7.21K ﹤0.01%
120
284
$7.16K ﹤0.01%
44
285
$7.07K ﹤0.01%
193
+160
286
$7.01K ﹤0.01%
55
287
$6.97K ﹤0.01%
5
288
$6.94K ﹤0.01%
+100
289
$6.94K ﹤0.01%
99
+4
290
$6.93K ﹤0.01%
111
291
$6.92K ﹤0.01%
+400
292
$6.82K ﹤0.01%
37
293
$6.78K ﹤0.01%
+25
294
$6.75K ﹤0.01%
249
+128
295
$6.68K ﹤0.01%
+51
296
$6.64K ﹤0.01%
13
+6
297
$6.54K ﹤0.01%
24
-3
298
$6.53K ﹤0.01%
100
299
$6.45K ﹤0.01%
74
300
$6.37K ﹤0.01%
48
10 11
12
13 14