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
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