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
101
$54.6K 0.03%
551
+444
102
$53.3K 0.03%
1,057
+25
103
$51.9K 0.03%
+174
104
$51.4K 0.03%
+741
105
$50.7K 0.03%
234
-4
106
$49.4K 0.03%
171
+11
107
$48.6K 0.03%
104
-45
108
$48.4K 0.03%
+1,768
109
$47.8K 0.03%
+358
110
$47K 0.03%
106
-3
111
$46.6K 0.03%
83
-42
112
$44.3K 0.03%
177
+69
113
$43.9K 0.03%
816
-419
114
$43.9K 0.03%
127
-1,720
115
$41.5K 0.03%
290
+5
116
$40.3K 0.02%
86
+46
117
$38.9K 0.02%
675
-11,564
118
$38.7K 0.02%
717
+616
119
$38.2K 0.02%
+990
120
$37.9K 0.02%
+939
121
$37.6K 0.02%
+243
122
$36.5K 0.02%
101
123
$35.7K 0.02%
183
+8
124
$35.7K 0.02%
100
-40
125
$35.7K 0.02%
+169
3 4
5
6 7