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
251
$4.43K ﹤0.01%
+12
252
$4.41K ﹤0.01%
+7
253
$4.31K ﹤0.01%
+12
254
$4.28K ﹤0.01%
+71
255
$4.26K ﹤0.01%
+43
256
$4.26K ﹤0.01%
+9
257
$4.22K ﹤0.01%
+15
258
$4.21K ﹤0.01%
+14
259
$4.18K ﹤0.01%
+15
260
$4.18K ﹤0.01%
+71
261
$4.18K ﹤0.01%
+18
262
$4.14K ﹤0.01%
+82
263
$4.08K ﹤0.01%
+12
264
$4.06K ﹤0.01%
+11
265
$4.06K ﹤0.01%
+68
266
$4.03K ﹤0.01%
+301
267
$3.92K ﹤0.01%
+17
268
$3.91K ﹤0.01%
+9
269
$3.88K ﹤0.01%
+8
270
$3.84K ﹤0.01%
+31
271
$3.81K ﹤0.01%
+57
272
$3.8K ﹤0.01%
+17
273
$3.8K ﹤0.01%
+15
274
$3.79K ﹤0.01%
+49
275
$3.74K ﹤0.01%
+29
9 10
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