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
126
$35.5K 0.02%
255
+3
127
$34.7K 0.02%
956
+276
128
$33.7K 0.02%
425
-170
129
$32.9K 0.02%
1,624
130
$31.5K 0.02%
181
-94
131
$31.5K 0.02%
+436
132
$31.1K 0.02%
461
-234
133
$30.7K 0.02%
167
+19
134
$30.4K 0.02%
341
-114
135
$30.3K 0.02%
1,330
136
$29.8K 0.02%
89
137
$29.6K 0.02%
51
+32
138
$29.5K 0.02%
468
-237
139
$29.1K 0.02%
170
+62
140
$28.7K 0.02%
308
-162
141
$28.2K 0.02%
177
+157
142
$28.1K 0.02%
3,000
+2,740
143
$28K 0.02%
30
-50
144
$27.5K 0.02%
34
-15
145
$27.3K 0.02%
1,386
146
$26.6K 0.02%
127
-67
147
$26.5K 0.02%
530
+4
148
$26.4K 0.02%
194
-157
149
$26.3K 0.02%
63
-32
150
$26.2K 0.02%
360
-85
4 5
6
7 8