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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
AXON
401
Axon Enterprise
AXON
$47.9B
$2.84K ﹤0.01%
5
SPG icon
402
Simon Property Group
SPG
$72.3B
$2.78K ﹤0.01%
15
FAST icon
403
Fastenal
FAST
$54.8B
$2.76K ﹤0.01%
69
BDX icon
404
Becton Dickinson
BDX
$42.1B
$2.72K ﹤0.01%
14
AES icon
405
AES
AES
$10.4B
$2.7K ﹤0.01%
188
MET icon
406
MetLife
MET
$56.1B
$2.68K ﹤0.01%
34
CAH icon
407
Cardinal Health
CAH
$55.7B
$2.67K ﹤0.01%
13
MPC icon
408
Marathon Petroleum
MPC
$77.3B
$2.6K ﹤0.01%
16
TPL icon
409
Texas Pacific Land
TPL
$28.6B
$2.58K ﹤0.01%
9
-18
KEY icon
410
KeyCorp
KEY
$25.1B
$2.52K ﹤0.01%
122
CPRT icon
411
Copart
CPRT
$26.7B
$2.51K ﹤0.01%
64
O icon
412
Realty Income
O
$57.6B
$2.48K ﹤0.01%
44
ULTA icon
413
Ulta Beauty
ULTA
$19.6B
$2.42K ﹤0.01%
4
CMG icon
414
Chipotle Mexican Grill
CMG
$44.9B
$2.4K ﹤0.01%
65
PRU icon
415
Prudential Financial
PRU
$38.6B
$2.37K ﹤0.01%
21
DDOG icon
416
Datadog
DDOG
$94.1B
$2.31K ﹤0.01%
17
AIG icon
417
American International
AIG
$40.6B
$2.31K ﹤0.01%
27
CTVA icon
418
Corteva
CTVA
$55.9B
$2.28K ﹤0.01%
34
PODD icon
419
Insulet
PODD
$11.1B
$2.27K ﹤0.01%
8
EA icon
420
Electronic Arts
EA
$51.5B
$2.25K ﹤0.01%
11
GRMN
421
Garmin
GRMN
$45.8B
$2.23K ﹤0.01%
11
WEC icon
422
WEC Energy
WEC
$37.9B
$2.21K ﹤0.01%
21
DLR icon
423
Digital Realty Trust
DLR
$62B
$2.17K ﹤0.01%
14
RSG icon
424
Republic Services
RSG
$66.1B
$2.12K ﹤0.01%
10
YUM icon
425
Yum! Brands
YUM
$44.5B
$2.12K ﹤0.01%
14