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CWP
Clark Wealth Partners Portfolio holdings
AUM
$149M
1-Year Est. Return
15.91%
This Fund
S&P 500
1 Year Est. Return
+15.91%
AUM
$149M
AUM Growth
-$15.3M
(-9.3%)
Holding
656
Top Buys
| 1 | +$1.96M | |
| 2 | +$1.5M | |
| 3 | +$676K | |
| 4 |
ConocoPhillips
COP
|
+$660K |
| 5 |
JPMorgan Equity Premium Income ETF
JEPI
|
+$218K |
Top Sells
| 1 | +$3.04M | |
| 2 | +$2.56M | |
| 3 | +$1.96M | |
| 4 |
Invesco NASDAQ 100 ETF
QQQM
|
+$1.88M |
| 5 |
Fidelity High Dividend ETF
FDVV
|
+$1.87M |
Sector Composition
| 1 | Technology | 4.27% |
| 2 | Industrials | 3.04% |
| 3 | Healthcare | 2.08% |
| 4 | Financials | 2.07% |
| 5 | Consumer Discretionary | 1.54% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
651
Danaher
DHR
$137B
| – | – |
-32
|
|
||
652
DraftKings
DKNG
$12.7B
| – | – |
-52
|
|
||
653
EPAM Systems
EPAM
$4.43B
| – | – |
-3
|
|
||
654
GE HealthCare
GEHC
$29.5B
| – | – |
-23
|
|
||
655
Badger Meter
BMI
$4.38B
| – | – |
-52
|
|
||
656
Commerce Bancshares
CBSH
$8.56B
| – | – |
-3
|
|