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
276
$4.66K ﹤0.01%
26
277
$4.58K ﹤0.01%
15
278
$4.55K ﹤0.01%
133
+27
279
$4.55K ﹤0.01%
67
-1
280
$4.44K ﹤0.01%
29
281
$4.41K ﹤0.01%
30
+1
282
$4.34K ﹤0.01%
64
283
$4.3K ﹤0.01%
45
284
$4.28K ﹤0.01%
21
285
$4.25K ﹤0.01%
7
286
$4.21K ﹤0.01%
+123
287
$4.17K ﹤0.01%
18
288
$4.11K ﹤0.01%
49
+3
289
$4.08K ﹤0.01%
45
+39
290
$4.08K ﹤0.01%
5
291
$4.04K ﹤0.01%
6
292
$3.98K ﹤0.01%
83
+1
293
$3.94K ﹤0.01%
66
294
$3.94K ﹤0.01%
60
-88
295
$3.86K ﹤0.01%
100
296
$3.84K ﹤0.01%
41
297
$3.81K ﹤0.01%
60
-1
298
$3.76K ﹤0.01%
20
299
$3.72K ﹤0.01%
15
300
$3.72K ﹤0.01%
49
10 11
12
13 14