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
426
$2.09K ﹤0.01%
13
427
$2.04K ﹤0.01%
4
428
$2.04K ﹤0.01%
21
429
$2.02K ﹤0.01%
+10
430
$2.01K ﹤0.01%
+25
431
$1.97K ﹤0.01%
6
432
$1.97K ﹤0.01%
18
+15
433
$1.96K ﹤0.01%
+9
434
$1.96K ﹤0.01%
22
435
$1.93K ﹤0.01%
19
+6
436
$1.89K ﹤0.01%
+23
437
$1.88K ﹤0.01%
67
+7
438
$1.87K ﹤0.01%
23
-27
439
$1.86K ﹤0.01%
24
440
$1.79K ﹤0.01%
52
+44
441
$1.76K ﹤0.01%
13
442
$1.74K ﹤0.01%
22
443
$1.73K ﹤0.01%
45
444
$1.7K ﹤0.01%
+29
445
$1.68K ﹤0.01%
15
-9
446
$1.66K ﹤0.01%
15
+4
447
$1.64K ﹤0.01%
+376
448
$1.63K ﹤0.01%
+12
449
$1.63K ﹤0.01%
8
450
$1.62K ﹤0.01%
94
-2
16 17
18
19 20