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
251
$6.98K ﹤0.01%
95
-14
252
$6.79K ﹤0.01%
30
253
$6.79K ﹤0.01%
22
254
$6.78K ﹤0.01%
55
-67
255
$6.76K ﹤0.01%
83
256
$6.74K ﹤0.01%
65
257
$6.64K ﹤0.01%
186
-5
258
$6.59K ﹤0.01%
+29
259
$6.47K ﹤0.01%
+228
260
$6.43K ﹤0.01%
+29
261
$6.43K ﹤0.01%
27
262
$6.4K ﹤0.01%
48
+17
263
$6.27K ﹤0.01%
7
-9
264
$6.23K ﹤0.01%
+95
265
$6.07K ﹤0.01%
25
+12
266
$5.97K ﹤0.01%
+56
267
$5.91K ﹤0.01%
+44
268
$5.88K ﹤0.01%
+48
269
$5.87K ﹤0.01%
+5
270
$5.77K ﹤0.01%
10
+6
271
$5.76K ﹤0.01%
24
+19
272
$5.74K ﹤0.01%
+64
273
$5.58K ﹤0.01%
+228
274
$5.54K ﹤0.01%
+31
275
$5.51K ﹤0.01%
74
+49
9 10
11
12 13