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
$164M
AUM Growth
$0
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
575
New
Increased
Reduced
Closed

Top Sells

1 +$430K
2 +$253K
3 +$65K
4
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$21.8K
5
TPL icon
Texas Pacific Land
TPL
+$5.17K

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
TSM icon
251
TSMC
TSM
$1.72T
$9.12K 0.01%
30
BMI icon
252
Badger Meter
BMI
$4.3B
$9.07K 0.01%
52
INTC icon
253
Intel
INTC
$241B
$8.9K 0.01%
241
AMGN icon
254
Amgen
AMGN
$198B
$8.84K 0.01%
27
DAR icon
255
Darling Ingredients
DAR
$7.47B
$8.82K 0.01%
245
APP icon
256
Applovin
APP
$127B
$8.76K 0.01%
13
CDNS icon
257
Cadence Design Systems
CDNS
$73.5B
$8.75K 0.01%
28
TJX icon
258
TJX Companies
TJX
$173B
$8.6K 0.01%
56
HPE icon
259
Hewlett Packard
HPE
$30.3B
$8.55K 0.01%
356
KLAC icon
260
KLA
KLAC
$174B
$8.51K 0.01%
7
DG icon
261
Dollar General
DG
$31.9B
$8.5K 0.01%
64
CVS icon
262
CVS Health
CVS
$96.9B
$8.49K 0.01%
107
FDX icon
263
FedEx
FDX
$85.6B
$8.38K 0.01%
29
WAB icon
264
Wabtec
WAB
$41.1B
$8.32K 0.01%
39
ACN icon
265
Accenture
ACN
$144B
$8.32K 0.01%
31
ADSK icon
266
Autodesk
ADSK
$50.5B
$8.29K 0.01%
28
WY icon
267
Weyerhaeuser
WY
$19.2B
$8.15K 0.01%
344
BSX icon
268
Boston Scientific
BSX
$115B
$8.11K ﹤0.01%
85
FCX icon
269
Freeport-McMoran
FCX
$85B
$7.99K ﹤0.01%
157
VMC icon
270
Vulcan Materials
VMC
$41.1B
$7.99K ﹤0.01%
28
JBND icon
271
JPMorgan Active Bond ETF
JBND
$6.06B
$7.9K ﹤0.01%
146
SPGI icon
272
S&P Global
SPGI
$137B
$7.84K ﹤0.01%
15
KNSL icon
273
Kinsale Capital Group
KNSL
$9.55B
$7.82K ﹤0.01%
20
CEF icon
274
Sprott Physical Gold and Silver Trust
CEF
$9.12B
$7.79K ﹤0.01%
170
CG icon
275
Carlyle Group
CG
$20B
$7.68K ﹤0.01%
130