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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
$148M
AUM Growth
+$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
644
New
Increased
Reduced
Closed

Top Buys

1
+$16.1M
2
+$7.87M
3
+$1.05M
4
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$723K
5
MO icon
Altria Group
MO
+$596K

Top Sells

1
+$11.6M
2
+$5.33M
3
+$3.25M
4
XMHQ icon
Invesco S&P MidCap Quality ETF
XMHQ
+$1.2M
5
TXN icon
Texas Instruments
TXN
+$680K

Sector Composition

1 Technology 4%
2 Industrials 2.26%
3 Financials 2.26%
4 Consumer Discretionary 2.09%
5 Healthcare 1.77%
Name Market Value Portfolio Weight Shares or Principal Change
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