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
276
$3.73K ﹤0.01%
+41
277
$3.71K ﹤0.01%
+15
278
$3.7K ﹤0.01%
+8
279
$3.65K ﹤0.01%
+29
280
$3.64K ﹤0.01%
+84
281
$3.63K ﹤0.01%
+18
282
$3.57K ﹤0.01%
+66
283
$3.56K ﹤0.01%
+5
284
$3.56K ﹤0.01%
+45
285
$3.55K ﹤0.01%
+27
286
$3.53K ﹤0.01%
+46
287
$3.48K ﹤0.01%
+12
288
$3.44K ﹤0.01%
+42
289
$3.42K ﹤0.01%
+6
290
$3.4K ﹤0.01%
+15
291
$3.35K ﹤0.01%
+317
292
$3.33K ﹤0.01%
+32
293
$3.28K ﹤0.01%
+10
294
$3.23K ﹤0.01%
+35
295
$3.19K ﹤0.01%
+6
296
$3.19K ﹤0.01%
+18
297
$3.16K ﹤0.01%
+36
298
$3.16K ﹤0.01%
+40
299
$3.14K ﹤0.01%
+32
300
$3.12K ﹤0.01%
+11
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