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
451
$1.61K ﹤0.01%
16
-1
452
$1.61K ﹤0.01%
30
453
$1.52K ﹤0.01%
+58
454
$1.48K ﹤0.01%
31
+2
455
$1.46K ﹤0.01%
14
456
$1.45K ﹤0.01%
21
457
$1.44K ﹤0.01%
+14
458
$1.4K ﹤0.01%
+28
459
$1.39K ﹤0.01%
8
+2
460
$1.37K ﹤0.01%
+7
461
$1.35K ﹤0.01%
9
462
$1.34K ﹤0.01%
6
463
$1.31K ﹤0.01%
+8
464
$1.28K ﹤0.01%
19
465
$1.27K ﹤0.01%
7
466
$1.27K ﹤0.01%
7
467
$1.27K ﹤0.01%
5
-19
468
$1.26K ﹤0.01%
12
-1
469
$1.25K ﹤0.01%
5
470
$1.24K ﹤0.01%
17
471
$1.23K ﹤0.01%
7
472
$1.23K ﹤0.01%
10
473
$1.21K ﹤0.01%
15
-131
474
$1.19K ﹤0.01%
7
475
$1.16K ﹤0.01%
26
17 18
19
20 21