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
301
$4.4K ﹤0.01%
6
302
$4.39K ﹤0.01%
+16
303
$4.36K ﹤0.01%
+23
304
$4.35K ﹤0.01%
11
-6
305
$4.35K ﹤0.01%
100
306
$4.3K ﹤0.01%
55
+25
307
$4.28K ﹤0.01%
12
308
$4.26K ﹤0.01%
98
-65
309
$4.25K ﹤0.01%
21
310
$4.15K ﹤0.01%
+22
311
$4.14K ﹤0.01%
5
312
$4.12K ﹤0.01%
39
-71
313
$4.12K ﹤0.01%
18
314
$4.11K ﹤0.01%
27
-3
315
$4.08K ﹤0.01%
+119
316
$4.07K ﹤0.01%
21
+5
317
$3.96K ﹤0.01%
+115
318
$3.74K ﹤0.01%
+157
319
$3.73K ﹤0.01%
41
320
$3.71K ﹤0.01%
+1
321
$3.56K ﹤0.01%
311
+112
322
$3.55K ﹤0.01%
28
+12
323
$3.5K ﹤0.01%
+16
324
$3.5K ﹤0.01%
7
325
$3.49K ﹤0.01%
24
+6
11 12
13
14 15