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
151
$25.8K 0.02%
169
+42
152
$25K 0.02%
+55
153
$24.6K 0.02%
171
-61
154
$24.6K 0.02%
+127
155
$23.8K 0.01%
116
-44
156
$23.8K 0.01%
209
+88
157
$23.6K 0.01%
+82
158
$23.5K 0.01%
152
+2
159
$23.2K 0.01%
158
-82
160
$23.2K 0.01%
+360
161
$23.1K 0.01%
265
162
$22.9K 0.01%
122
-81
163
$22K 0.01%
449
+10
164
$21.8K 0.01%
1,753
+35
165
$21.8K 0.01%
+1,020
166
$21.7K 0.01%
200
+45
167
$21.3K 0.01%
243
-122
168
$21.2K 0.01%
103
169
$21.2K 0.01%
1,613
+27
170
$20.9K 0.01%
79
-147
171
$20.9K 0.01%
+277
172
$20.7K 0.01%
262
-33
173
$20.5K 0.01%
825
-13,232
174
$20.3K 0.01%
30
175
$20.3K 0.01%
12
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5 6
7
8 9