CWP

Clark Wealth Partners Portfolio holdings

AUM $164M
1-Year Est. Return 18.16%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$129M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
536
New
Increased
Reduced
Closed

Top Buys

1
+$16.1M
2
+$13.2M
3
+$13.1M
4
IDMO icon
Invesco S&P International Developed Momentum ETF
IDMO
+$13M
5
HEFA icon
iShares Currency Hedged MSCI EAFE ETF
HEFA
+$12M

Top Sells

No sells this quarter

Sector Composition

1 Technology 4.13%
2 Consumer Discretionary 3.62%
3 Industrials 2.49%
4 Financials 2.36%
5 Healthcare 2.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$5.47K ﹤0.01%
+38
227
$5.47K ﹤0.01%
+37
228
$5.45K ﹤0.01%
+114
229
$5.4K ﹤0.01%
+16
230
$5.31K ﹤0.01%
+25
231
$5.25K ﹤0.01%
+19
232
$5.24K ﹤0.01%
+13
233
$5.14K ﹤0.01%
+100
234
$4.97K ﹤0.01%
+47
235
$4.95K ﹤0.01%
+58
236
$4.93K ﹤0.01%
+15
237
$4.93K ﹤0.01%
+93
238
$4.88K ﹤0.01%
+243
239
$4.86K ﹤0.01%
+21
240
$4.86K ﹤0.01%
+52
241
$4.82K ﹤0.01%
+114
242
$4.71K ﹤0.01%
+5
243
$4.7K ﹤0.01%
+65
244
$4.64K ﹤0.01%
+26
245
$4.62K ﹤0.01%
+61
246
$4.56K ﹤0.01%
+119
247
$4.51K ﹤0.01%
+20
248
$4.5K ﹤0.01%
+86
249
$4.47K ﹤0.01%
+30
250
$4.45K ﹤0.01%
+7
8 9
10
11 12