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
$148M
AUM Growth
+$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
644
New
Increased
Reduced
Closed

Top Buys

1
+$17.2M
2
+$8.72M
3
+$1.07M
4
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$752K
5
MO icon
Altria Group
MO
+$595K

Top Sells

1
+$11.6M
2
+$5.54M
3
+$3.27M
4
XMHQ icon
Invesco S&P MidCap Quality ETF
XMHQ
+$1.25M
5
TXN icon
Texas Instruments
TXN
+$796K

Sector Composition

1 Technology 4%
2 Industrials 2.26%
3 Financials 2.26%
4 Consumer Discretionary 2.09%
5 Healthcare 1.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$8.67K 0.01%
28
+17
227
$8.66K 0.01%
101
228
$8.63K 0.01%
+28
229
$8.39K 0.01%
200
230
$8.29K 0.01%
91
+42
231
$8.2K 0.01%
+16
232
$8.16K 0.01%
39
+28
233
$7.96K 0.01%
111
-10
234
$7.9K 0.01%
106
+72
235
$7.83K 0.01%
146
236
$7.7K 0.01%
19
237
$7.57K 0.01%
37
-29
238
$7.54K 0.01%
27
239
$7.54K 0.01%
120
+54
240
$7.51K 0.01%
26
-8
241
$7.34K 0.01%
7
-7
242
$7.32K ﹤0.01%
64
243
$7.32K ﹤0.01%
+55
244
$7.3K ﹤0.01%
28
+21
245
$7.28K ﹤0.01%
+356
246
$7.2K ﹤0.01%
100
247
$7.08K ﹤0.01%
102
-1
248
$7.08K ﹤0.01%
+95
249
$7.06K ﹤0.01%
24
+21
250
$7.03K ﹤0.01%
+64
8 9
10
11 12