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
326
$2.38K ﹤0.01%
+118
327
$2.38K ﹤0.01%
+58
328
$2.37K ﹤0.01%
+17
329
$2.37K ﹤0.01%
+28
330
$2.35K ﹤0.01%
+12
331
$2.34K ﹤0.01%
+16
332
$2.27K ﹤0.01%
+11
333
$2.26K ﹤0.01%
+28
334
$2.26K ﹤0.01%
+17
335
$2.26K ﹤0.01%
+12
336
$2.23K ﹤0.01%
+17
337
$2.23K ﹤0.01%
+17
338
$2.21K ﹤0.01%
+11
339
$2.21K ﹤0.01%
+26
340
$2.21K ﹤0.01%
+16
341
$2.16K ﹤0.01%
+32
342
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+41
343
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+12
344
$2.13K ﹤0.01%
+18
345
$2.12K ﹤0.01%
+12
346
$2.11K ﹤0.01%
+2
347
$2.1K ﹤0.01%
+15
348
$2.1K ﹤0.01%
+7
349
$2.09K ﹤0.01%
+52
350
$2.09K ﹤0.01%
+13
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15 16