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
$164M
AUM Growth
+$16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
656
New
Increased
Reduced
Closed

Top Buys

1 +$16.9M
2 +$9.52M
3 +$6.57M
4
XMHQ icon
Invesco S&P MidCap Quality ETF
XMHQ
+$3.76M
5
MS icon
Morgan Stanley
MS
+$826K

Top Sells

1 +$15.2M
2 +$10.9M
3 +$4.89M
4
XSMO icon
Invesco S&P SmallCap Momentum ETF
XSMO
+$2.32M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$2.01M

Sector Composition

1 Technology 4.69%
2 Financials 3.06%
3 Industrials 2.4%
4 Healthcare 1.93%
5 Consumer Discretionary 1.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
UNH icon
276
UnitedHealth
UNH
$243B
$7.65K ﹤0.01%
23
-26
NVDY icon
277
YieldMax NVDA Option Income Strategy ETF
NVDY
$1.4B
$7.62K ﹤0.01%
+522
SNPS icon
278
Synopsys
SNPS
$78.5B
$7.52K ﹤0.01%
16
BLK icon
279
Blackrock
BLK
$164B
$7.49K ﹤0.01%
7
MMM icon
280
3M
MMM
$87.5B
$7.37K ﹤0.01%
46
+19
DHR icon
281
Danaher
DHR
$153B
$7.33K ﹤0.01%
+32
PNC icon
282
PNC Financial Services
PNC
$96.4B
$7.31K ﹤0.01%
+35
WMB icon
283
Williams Companies
WMB
$82.3B
$7.21K ﹤0.01%
120
VLO icon
284
Valero Energy
VLO
$59.2B
$7.16K ﹤0.01%
44
DVN icon
285
Devon Energy
DVN
$26.8B
$7.07K ﹤0.01%
193
+160
KKR icon
286
KKR & Co
KKR
$88.4B
$7.01K ﹤0.01%
55
MTD icon
287
Mettler-Toledo International
MTD
$28.2B
$6.97K ﹤0.01%
5
BKH icon
288
Black Hills Corp
BKH
$5.62B
$6.94K ﹤0.01%
+100
WRB icon
289
W.R. Berkley
WRB
$26.9B
$6.94K ﹤0.01%
99
+4
KR icon
290
Kroger
KR
$42.2B
$6.93K ﹤0.01%
111
CAG icon
291
Conagra Brands
CAG
$9.35B
$6.92K ﹤0.01%
+400
PANW icon
292
Palo Alto Networks
PANW
$108B
$6.82K ﹤0.01%
37
ADI icon
293
Analog Devices
ADI
$157B
$6.78K ﹤0.01%
+25
RF icon
294
Regions Financial
RF
$26.5B
$6.75K ﹤0.01%
249
+128
ANET icon
295
Arista Networks
ANET
$162B
$6.68K ﹤0.01%
+51
CMI icon
296
Cummins
CMI
$74.6B
$6.64K ﹤0.01%
13
+6
CI icon
297
Cigna
CI
$76B
$6.54K ﹤0.01%
24
-3
LVS icon
298
Las Vegas Sands
LVS
$38.5B
$6.53K ﹤0.01%
100
EBAY icon
299
eBay
EBAY
$39.1B
$6.45K ﹤0.01%
74
EMR icon
300
Emerson Electric
EMR
$84.9B
$6.37K ﹤0.01%
48