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
376
$3.41K ﹤0.01%
+11
377
$3.41K ﹤0.01%
15
-103
378
$3.39K ﹤0.01%
21
379
$3.37K ﹤0.01%
+101
380
$3.31K ﹤0.01%
650
381
$3.25K ﹤0.01%
39
382
$3.25K ﹤0.01%
18
383
$3.2K ﹤0.01%
50
384
$3.16K ﹤0.01%
40
-1
385
$3.13K ﹤0.01%
14
-19
386
$3.11K ﹤0.01%
+53
387
$3.06K ﹤0.01%
17
-19
388
$3.06K ﹤0.01%
19
+4
389
$3.05K ﹤0.01%
33
390
$3.04K ﹤0.01%
9
391
$3.03K ﹤0.01%
+11
392
$2.95K ﹤0.01%
40
+8
393
$2.94K ﹤0.01%
13
394
$2.94K ﹤0.01%
6
395
$2.94K ﹤0.01%
10
-63
396
$2.93K ﹤0.01%
+17
397
$2.91K ﹤0.01%
33
398
$2.9K ﹤0.01%
39
+31
399
$2.85K ﹤0.01%
+26
400
$2.84K ﹤0.01%
5
14 15
16
17 18