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
401
$2.78K ﹤0.01%
15
402
$2.76K ﹤0.01%
69
-516
403
$2.72K ﹤0.01%
14
404
$2.7K ﹤0.01%
+188
405
$2.68K ﹤0.01%
+34
406
$2.67K ﹤0.01%
13
407
$2.6K ﹤0.01%
16
408
$2.58K ﹤0.01%
+27
409
$2.52K ﹤0.01%
+122
410
$2.51K ﹤0.01%
64
-1,281
411
$2.48K ﹤0.01%
44
-12
412
$2.42K ﹤0.01%
4
413
$2.4K ﹤0.01%
65
-205
414
$2.37K ﹤0.01%
+21
415
$2.31K ﹤0.01%
17
-71
416
$2.31K ﹤0.01%
27
-4
417
$2.28K ﹤0.01%
34
-72
418
$2.27K ﹤0.01%
8
419
$2.25K ﹤0.01%
11
-3
420
$2.23K ﹤0.01%
11
421
$2.21K ﹤0.01%
21
+4
422
$2.17K ﹤0.01%
14
423
$2.12K ﹤0.01%
10
-2
424
$2.12K ﹤0.01%
14
425
$2.1K ﹤0.01%
+376
15 16
17
18 19