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
276
$5.5K ﹤0.01%
19
277
$5.48K ﹤0.01%
195
+180
278
$5.47K ﹤0.01%
25
279
$5.32K ﹤0.01%
58
+57
280
$5.29K ﹤0.01%
236
-4
281
$5.23K ﹤0.01%
258
+158
282
$5.22K ﹤0.01%
202
-44
283
$5.12K ﹤0.01%
+105
284
$5.05K ﹤0.01%
+170
285
$5.01K ﹤0.01%
+66
286
$4.98K ﹤0.01%
+113
287
$4.96K ﹤0.01%
18
288
$4.92K ﹤0.01%
+13
289
$4.84K ﹤0.01%
46
-1
290
$4.68K ﹤0.01%
+50
291
$4.68K ﹤0.01%
+33
292
$4.67K ﹤0.01%
101
-6
293
$4.67K ﹤0.01%
+117
294
$4.67K ﹤0.01%
12
295
$4.6K ﹤0.01%
39
296
$4.59K ﹤0.01%
+36
297
$4.52K ﹤0.01%
67
298
$4.48K ﹤0.01%
14
299
$4.46K ﹤0.01%
29
300
$4.42K ﹤0.01%
64
10 11
12
13 14