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
476
$1.16K ﹤0.01%
12
+6
477
$1.15K ﹤0.01%
+13
478
$1.15K ﹤0.01%
+17
479
$1.14K ﹤0.01%
15
+12
480
$1.13K ﹤0.01%
11
481
$1.11K ﹤0.01%
7
482
$1.1K ﹤0.01%
30
-65
483
$1.07K ﹤0.01%
17
484
$1.04K ﹤0.01%
+62
485
$1.04K ﹤0.01%
7
486
$1.04K ﹤0.01%
16
+4
487
$1.04K ﹤0.01%
+5
488
$1.02K ﹤0.01%
3
489
$1.01K ﹤0.01%
14
+3
490
$1.01K ﹤0.01%
1
-2
491
$979 ﹤0.01%
+6
492
$967 ﹤0.01%
5
+1
493
$965 ﹤0.01%
6
494
$962 ﹤0.01%
4
495
$948 ﹤0.01%
9
496
$929 ﹤0.01%
12
497
$885 ﹤0.01%
13
498
$861 ﹤0.01%
7
499
$858 ﹤0.01%
+64
500
$840 ﹤0.01%
14
-23
18 19
20
21 22