CWP

Clark Wealth Partners Portfolio holdings

AUM $164M
1-Year Est. Return 18.16%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.16%
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
UNH icon
276
UnitedHealth
UNH
$246B
$7.65K ﹤0.01%
23
-26
NVDY icon
277
YieldMax NVDA Option Income Strategy ETF
NVDY
$1.32B
$7.62K ﹤0.01%
+522
SNPS icon
278
Synopsys
SNPS
$76B
$7.52K ﹤0.01%
16
BLK icon
279
Blackrock
BLK
$150B
$7.49K ﹤0.01%
7
MMM icon
280
3M
MMM
$75.9B
$7.37K ﹤0.01%
46
+19
DHR icon
281
Danaher
DHR
$134B
$7.33K ﹤0.01%
+32
PNC icon
282
PNC Financial Services
PNC
$83.9B
$7.31K ﹤0.01%
+35
WMB icon
283
Williams Companies
WMB
$88.9B
$7.21K ﹤0.01%
120
VLO icon
284
Valero Energy
VLO
$73.9B
$7.16K ﹤0.01%
44
DVN icon
285
Devon Energy
DVN
$31.2B
$7.07K ﹤0.01%
193
+160
KKR icon
286
KKR & Co
KKR
$82.5B
$7.01K ﹤0.01%
55
MTD icon
287
Mettler-Toledo International
MTD
$25.5B
$6.97K ﹤0.01%
5
BKH icon
288
Black Hills Corp
BKH
$5.28B
$6.94K ﹤0.01%
+100
WRB icon
289
W.R. Berkley
WRB
$24.8B
$6.94K ﹤0.01%
99
+4
KR icon
290
Kroger
KR
$44.4B
$6.93K ﹤0.01%
111
CAG icon
291
Conagra Brands
CAG
$7.52B
$6.92K ﹤0.01%
+400
PANW icon
292
Palo Alto Networks
PANW
$130B
$6.82K ﹤0.01%
37
ADI icon
293
Analog Devices
ADI
$155B
$6.78K ﹤0.01%
+25
RF icon
294
Regions Financial
RF
$22.3B
$6.75K ﹤0.01%
249
+128
ANET icon
295
Arista Networks
ANET
$154B
$6.68K ﹤0.01%
+51
CMI icon
296
Cummins
CMI
$74.3B
$6.64K ﹤0.01%
13
+6
CI icon
297
Cigna
CI
$70.3B
$6.54K ﹤0.01%
24
-3
LVS icon
298
Las Vegas Sands
LVS
$36.2B
$6.53K ﹤0.01%
100
EBAY icon
299
eBay
EBAY
$40.8B
$6.45K ﹤0.01%
74
EMR icon
300
Emerson Electric
EMR
$73.6B
$6.37K ﹤0.01%
48