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 +$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
GLW icon
376
Corning
GLW
$117B
$3.42K ﹤0.01%
39
MAR icon
377
Marriott International
MAR
$86.7B
$3.41K ﹤0.01%
11
TEL icon
378
TE Connectivity
TEL
$61.3B
$3.41K ﹤0.01%
15
VST icon
379
Vistra
VST
$50.9B
$3.39K ﹤0.01%
21
DGNX
380
Diginex Ltd
DGNX
$101M
$3.37K ﹤0.01%
807
NIO icon
381
NIO
NIO
$15.2B
$3.31K ﹤0.01%
650
SYF icon
382
Synchrony
SYF
$23.6B
$3.25K ﹤0.01%
39
LDOS icon
383
Leidos
LDOS
$19.6B
$3.25K ﹤0.01%
18
BUD icon
384
AB InBev
BUD
$135B
$3.2K ﹤0.01%
50
CL icon
385
Colgate-Palmolive
CL
$68.4B
$3.16K ﹤0.01%
40
VEEV icon
386
Veeva Systems
VEEV
$28.7B
$3.13K ﹤0.01%
14
TSN icon
387
Tyson Foods
TSN
$22.6B
$3.11K ﹤0.01%
53
ROST icon
388
Ross Stores
ROST
$70.1B
$3.06K ﹤0.01%
17
CBRE icon
389
CBRE Group
CBRE
$40B
$3.06K ﹤0.01%
19
ETR icon
390
Entergy
ETR
$51.4B
$3.05K ﹤0.01%
33
COR icon
391
Cencora
COR
$61.1B
$3.04K ﹤0.01%
9
STX icon
392
Seagate
STX
$87.8B
$3.03K ﹤0.01%
11
XEL icon
393
Xcel Energy
XEL
$49.6B
$2.95K ﹤0.01%
40
DASH icon
394
DoorDash
DASH
$65.2B
$2.94K ﹤0.01%
13
AMP icon
395
Ameriprise Financial
AMP
$40.3B
$2.94K ﹤0.01%
6
LHX icon
396
L3Harris
LHX
$64.5B
$2.94K ﹤0.01%
10
WDC icon
397
Western Digital
WDC
$91.7B
$2.93K ﹤0.01%
17
SRE icon
398
Sempra
SRE
$63.5B
$2.91K ﹤0.01%
33
SWK icon
399
Stanley Black & Decker
SWK
$11B
$2.9K ﹤0.01%
39
PCAR icon
400
PACCAR
PCAR
$60.7B
$2.85K ﹤0.01%
26