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
DTM icon
276
DT Midstream
DTM
$15.1B
$7.66K ﹤0.01%
64
UNH icon
277
UnitedHealth
UNH
$358B
$7.65K ﹤0.01%
23
NVDY icon
278
YieldMax NVDA Option Income Strategy ETF
NVDY
$1.5B
$7.62K ﹤0.01%
522
SNPS icon
279
Synopsys
SNPS
$96.2B
$7.52K ﹤0.01%
16
BLK icon
280
Blackrock
BLK
$168B
$7.49K ﹤0.01%
7
MMM icon
281
3M
MMM
$76.3B
$7.37K ﹤0.01%
46
DHR icon
282
Danaher
DHR
$115B
$7.33K ﹤0.01%
32
PNC icon
283
PNC Financial Services
PNC
$85.5B
$7.31K ﹤0.01%
35
WMB icon
284
Williams Companies
WMB
$95.1B
$7.21K ﹤0.01%
120
VLO icon
285
Valero Energy
VLO
$74.5B
$7.16K ﹤0.01%
44
DVN icon
286
Devon Energy
DVN
$57.1B
$7.07K ﹤0.01%
193
KKR icon
287
KKR & Co
KKR
$87.1B
$7.01K ﹤0.01%
55
MTD icon
288
Mettler-Toledo International
MTD
$20.8B
$6.97K ﹤0.01%
5
BKH icon
289
Black Hills Corp
BKH
$5.55B
$6.94K ﹤0.01%
100
WRB icon
290
W.R. Berkley
WRB
$24.7B
$6.94K ﹤0.01%
99
KR icon
291
Kroger
KR
$40.7B
$6.93K ﹤0.01%
111
CAG icon
292
Conagra Brands
CAG
$6.43B
$6.92K ﹤0.01%
400
PANW icon
293
Palo Alto Networks
PANW
$197B
$6.82K ﹤0.01%
37
ADI icon
294
Analog Devices
ADI
$204B
$6.78K ﹤0.01%
25
RF icon
295
Regions Financial
RF
$22.8B
$6.75K ﹤0.01%
249
ANET icon
296
Arista Networks
ANET
$179B
$6.68K ﹤0.01%
51
CMI icon
297
Cummins
CMI
$96.1B
$6.64K ﹤0.01%
13
CI icon
298
Cigna
CI
$75.5B
$6.54K ﹤0.01%
24
LVS icon
299
Las Vegas Sands
LVS
$33.9B
$6.53K ﹤0.01%
100
EBAY icon
300
eBay
EBAY
$51.6B
$6.45K ﹤0.01%
74