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
251
$6.3K ﹤0.01%
13
252
$6.29K ﹤0.01%
43
253
$6.28K ﹤0.01%
200
254
$6.16K ﹤0.01%
163
255
$6.11K ﹤0.01%
+266
256
$6.1K ﹤0.01%
+25
257
$5.78K ﹤0.01%
22
258
$5.75K ﹤0.01%
171
-31
259
$5.74K ﹤0.01%
19
260
$5.67K ﹤0.01%
+83
261
$5.63K ﹤0.01%
+64
262
$5.47K ﹤0.01%
100
263
$5.45K ﹤0.01%
240
-3
264
$5.25K ﹤0.01%
47
265
$5.22K ﹤0.01%
12
266
$5.14K ﹤0.01%
25
+8
267
$5.04K ﹤0.01%
25
268
$5K ﹤0.01%
29
-1
269
$4.98K ﹤0.01%
30
-30
270
$4.83K ﹤0.01%
14
+3
271
$4.8K ﹤0.01%
+24
272
$4.79K ﹤0.01%
12
273
$4.78K ﹤0.01%
18
274
$4.77K ﹤0.01%
+57
275
$4.76K ﹤0.01%
+39
9 10
11
12 13