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
351
$4.2K ﹤0.01%
115
352
$4.17K ﹤0.01%
42
+25
353
$4.17K ﹤0.01%
89
+55
354
$4.12K ﹤0.01%
+33
355
$4.1K ﹤0.01%
53
+31
356
$4.06K ﹤0.01%
14
+3
357
$4.04K ﹤0.01%
+82
358
$4.02K ﹤0.01%
7
-3
359
$3.99K ﹤0.01%
3
-4
360
$3.96K ﹤0.01%
18
361
$3.86K ﹤0.01%
22
-28
362
$3.86K ﹤0.01%
+5
363
$3.86K ﹤0.01%
11
-1
364
$3.81K ﹤0.01%
+60
365
$3.8K ﹤0.01%
65
+43
366
$3.75K ﹤0.01%
157
367
$3.74K ﹤0.01%
46
+25
368
$3.71K ﹤0.01%
85
+35
369
$3.71K ﹤0.01%
29
370
$3.65K ﹤0.01%
129
+87
371
$3.64K ﹤0.01%
104
+66
372
$3.53K ﹤0.01%
119
373
$3.49K ﹤0.01%
40
374
$3.42K ﹤0.01%
+9
375
$3.42K ﹤0.01%
39
13 14
15
16 17