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
$135M
AUM Growth
+$6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
626
New
Increased
Reduced
Closed

Top Buys

1
+$15M
2
+$1.84M
3
+$804K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$498K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$374K

Top Sells

1
+$7.12M
2
+$3.63M
3
+$1.07M
4
IDMO icon
Invesco S&P International Developed Momentum ETF
IDMO
+$915K
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$601K

Sector Composition

1 Technology 3.93%
2 Industrials 2.39%
3 Financials 2.38%
4 Consumer Discretionary 2.21%
5 Healthcare 2.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$7.28K 0.01%
23
+7
227
$7.23K 0.01%
+41
228
$7.22K 0.01%
52
+39
229
$7.2K 0.01%
27
230
$7.19K 0.01%
48
+35
231
$7.17K 0.01%
+60
232
$7.1K 0.01%
65
+30
233
$7.05K 0.01%
191
-5
234
$6.99K 0.01%
33
-2
235
$6.96K 0.01%
+12
236
$6.94K 0.01%
57
237
$6.92K 0.01%
5
238
$6.91K 0.01%
+84
239
$6.91K 0.01%
+122
240
$6.85K 0.01%
+57
241
$6.8K 0.01%
50
+44
242
$6.74K 0.01%
20
+9
243
$6.73K 0.01%
+12
244
$6.72K 0.01%
22
245
$6.71K 0.01%
+79
246
$6.63K ﹤0.01%
18
-2
247
$6.63K ﹤0.01%
30
248
$6.53K ﹤0.01%
107
-33
249
$6.47K ﹤0.01%
159
+137
250
$6.33K ﹤0.01%
17
8 9
10
11 12