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
FFIV icon
326
F5
FFIV
$20.5B
$5.36K ﹤0.01%
21
GOOY icon
327
YieldMax GOOGL Option Income Strategy ETF
GOOY
$265M
$5.36K ﹤0.01%
367
USB icon
328
US Bancorp
USB
$82.5B
$5.34K ﹤0.01%
100
KD icon
329
Kyndryl
KD
$2.55B
$5.31K ﹤0.01%
200
PH icon
330
Parker-Hannifin
PH
$109B
$5.27K ﹤0.01%
6
COWZ icon
331
Pacer US Cash Cows 100 ETF
COWZ
$18B
$5.21K ﹤0.01%
87
TRMB icon
332
Trimble
TRMB
$12.9B
$5.17K ﹤0.01%
66
TMUS icon
333
T-Mobile US
TMUS
$200B
$5.08K ﹤0.01%
25
BKR icon
334
Baker Hughes
BKR
$63.6B
$4.96K ﹤0.01%
109
MCK icon
335
McKesson
MCK
$91.4B
$4.92K ﹤0.01%
6
CME icon
336
CME Group
CME
$108B
$4.92K ﹤0.01%
18
KHC icon
337
Kraft Heinz
KHC
$27.2B
$4.91K ﹤0.01%
202
SHW icon
338
Sherwin-Williams
SHW
$74B
$4.86K ﹤0.01%
15
TRGP icon
339
Targa Resources
TRGP
$58.4B
$4.8K ﹤0.01%
26
MSFO icon
340
YieldMax MSFT Option Income Strategy ETF
MSFO
$98.9M
$4.72K ﹤0.01%
306
LIN icon
341
Linde
LIN
$234B
$4.69K ﹤0.01%
11
EW icon
342
Edwards Lifesciences
EW
$46.9B
$4.69K ﹤0.01%
55
JCI icon
343
Johnson Controls International
JCI
$87.3B
$4.67K ﹤0.01%
39
HBAN icon
344
Huntington Bancshares
HBAN
$31.2B
$4.62K ﹤0.01%
266
PKG icon
345
Packaging Corp of America
PKG
$18.9B
$4.54K ﹤0.01%
22
ICE icon
346
Intercontinental Exchange
ICE
$87.3B
$4.54K ﹤0.01%
28
MRSH
347
Marsh
MRSH
$77.6B
$4.45K ﹤0.01%
24
NWSA icon
348
News Corp Class A
NWSA
$14.2B
$4.44K ﹤0.01%
170
LYV icon
349
Live Nation Entertainment
LYV
$39.3B
$4.42K ﹤0.01%
31
HIG icon
350
Hartford Financial Services
HIG
$36.7B
$4.41K ﹤0.01%
32