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
176
$20.3K 0.01%
157
177
$20K 0.01%
413
-1,010
178
$19.9K 0.01%
+22
179
$19.8K 0.01%
127
-63
180
$19.8K 0.01%
589
-2,226
181
$19.7K 0.01%
250
-602
182
$19.7K 0.01%
+78
183
$19.7K 0.01%
1,046
+23
184
$19.5K 0.01%
+497
185
$19.4K 0.01%
48
-32
186
$19.4K 0.01%
87
-44
187
$19.2K 0.01%
165
-21
188
$18.8K 0.01%
61
+21
189
$18.7K 0.01%
217
-3
190
$18.5K 0.01%
226
-67
191
$18.1K 0.01%
222
192
$18K 0.01%
112
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193
$17.8K 0.01%
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194
$17.8K 0.01%
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195
$17.8K 0.01%
195
-76
196
$17.8K 0.01%
347
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197
$17.7K 0.01%
106
+1
198
$17.7K 0.01%
163
-84
199
$17.6K 0.01%
23
+19
200
$17.5K 0.01%
101
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