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
301
$6.35K ﹤0.01%
95
302
$6.32K ﹤0.01%
26
303
$6.31K ﹤0.01%
34
+5
304
$6.15K ﹤0.01%
73
+15
305
$6.14K ﹤0.01%
24
-1
306
$6.04K ﹤0.01%
48
307
$6.02K ﹤0.01%
95
308
$6.02K ﹤0.01%
50
309
$6K ﹤0.01%
56
310
$5.93K ﹤0.01%
19
311
$5.89K ﹤0.01%
+13
312
$5.86K ﹤0.01%
50
+11
313
$5.8K ﹤0.01%
62
-2
314
$5.76K ﹤0.01%
258
315
$5.76K ﹤0.01%
+150
316
$5.68K ﹤0.01%
207
-35,004
317
$5.66K ﹤0.01%
16
318
$5.65K ﹤0.01%
+25
319
$5.62K ﹤0.01%
27
+13
320
$5.5K ﹤0.01%
180
-15
321
$5.49K ﹤0.01%
13
322
$5.43K ﹤0.01%
22
+11
323
$5.41K ﹤0.01%
181
-5
324
$5.4K ﹤0.01%
49
+25
325
$5.36K ﹤0.01%
21
-3
11 12
13
14 15