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

Top Sells

1 +$430K
2 +$253K
3 +$65K
4
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$21.8K
5
TPL icon
Texas Pacific Land
TPL
+$5.17K

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
EMR icon
301
Emerson Electric
EMR
$86.9B
$6.37K ﹤0.01%
48
AOS icon
302
A.O. Smith
AOS
$11.2B
$6.35K ﹤0.01%
95
VRSN icon
303
VeriSign
VRSN
$19.8B
$6.32K ﹤0.01%
26
WELL icon
304
Welltower
WELL
$143B
$6.31K ﹤0.01%
34
SBUX icon
305
Starbucks
SBUX
$113B
$6.15K ﹤0.01%
73
TTWO icon
306
Take-Two Interactive
TTWO
$37.8B
$6.14K ﹤0.01%
24
DELL icon
307
Dell
DELL
$82.3B
$6.04K ﹤0.01%
48
SWKS icon
308
Skyworks Solutions
SWKS
$9.58B
$6.02K ﹤0.01%
95
WYNN icon
309
Wynn Resorts
WYNN
$12B
$6.02K ﹤0.01%
50
NTAP icon
310
NetApp
NTAP
$21B
$6K ﹤0.01%
56
CB icon
311
Chubb
CB
$129B
$5.93K ﹤0.01%
19
VRTX icon
312
Vertex Pharmaceuticals
VRTX
$117B
$5.89K ﹤0.01%
13
DUK icon
313
Duke Energy
DUK
$97.4B
$5.86K ﹤0.01%
50
COP icon
314
ConocoPhillips
COP
$136B
$5.8K ﹤0.01%
62
NCLH icon
315
Norwegian Cruise Line
NCLH
$10.4B
$5.76K ﹤0.01%
258
SLB icon
316
SLB Ltd
SLB
$77.1B
$5.76K ﹤0.01%
150
KMI icon
317
Kinder Morgan
KMI
$70B
$5.68K ﹤0.01%
207
RL icon
318
Ralph Lauren
RL
$21.8B
$5.66K ﹤0.01%
16
COIN icon
319
Coinbase
COIN
$41.3B
$5.65K ﹤0.01%
25
ALL icon
320
Allstate
ALL
$53.3B
$5.62K ﹤0.01%
27
CCL icon
321
Carnival Corp
CCL
$45.7B
$5.5K ﹤0.01%
180
PWR icon
322
Quanta Services
PWR
$78.1B
$5.49K ﹤0.01%
13
APD icon
323
Air Products & Chemicals
APD
$65.3B
$5.43K ﹤0.01%
22
CMCSA icon
324
Comcast
CMCSA
$117B
$5.41K ﹤0.01%
181
AFL icon
325
Aflac
AFL
$60.3B
$5.4K ﹤0.01%
49