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
301
$3.11K ﹤0.01%
+31
302
$3.1K ﹤0.01%
+106
303
$3.07K ﹤0.01%
+100
304
$3.05K ﹤0.01%
+13
305
$3.04K ﹤0.01%
+95
306
$2.97K ﹤0.01%
+5
307
$2.93K ﹤0.01%
+7
308
$2.93K ﹤0.01%
+17
309
$2.89K ﹤0.01%
+12
310
$2.87K ﹤0.01%
+64
311
$2.83K ﹤0.01%
+650
312
$2.79K ﹤0.01%
+8
313
$2.78K ﹤0.01%
+46
314
$2.76K ﹤0.01%
+58
315
$2.74K ﹤0.01%
+51
316
$2.7K ﹤0.01%
+14
317
$2.68K ﹤0.01%
+7
318
$2.66K ﹤0.01%
+25
319
$2.57K ﹤0.01%
+100
320
$2.57K ﹤0.01%
+17
321
$2.53K ﹤0.01%
+8
322
$2.52K ﹤0.01%
+18
323
$2.5K ﹤0.01%
+50
324
$2.4K ﹤0.01%
+33
325
$2.4K ﹤0.01%
+4
11 12
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