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
$135M
AUM Growth
+$6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
626
New
Increased
Reduced
Closed

Top Buys

1
+$15M
2
+$1.84M
3
+$804K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$498K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$374K

Top Sells

1
+$7.12M
2
+$3.63M
3
+$1.07M
4
IDMO icon
Invesco S&P International Developed Momentum ETF
IDMO
+$915K
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$601K

Sector Composition

1 Technology 3.93%
2 Industrials 2.39%
3 Financials 2.38%
4 Consumer Discretionary 2.21%
5 Healthcare 2.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$3.02K ﹤0.01%
31
-1
327
$2.91K ﹤0.01%
11
-1
328
$2.91K ﹤0.01%
12
+1
329
$2.9K ﹤0.01%
6
330
$2.9K ﹤0.01%
14
331
$2.88K ﹤0.01%
11
-11
332
$2.82K ﹤0.01%
33
+9
333
$2.78K ﹤0.01%
+25
334
$2.78K ﹤0.01%
18
335
$2.77K ﹤0.01%
31
-1
336
$2.71K ﹤0.01%
17
337
$2.71K ﹤0.01%
95
338
$2.69K ﹤0.01%
31
-2
339
$2.69K ﹤0.01%
13
+3
340
$2.66K ﹤0.01%
+42
341
$2.66K ﹤0.01%
16
-1
342
$2.65K ﹤0.01%
58
343
$2.63K ﹤0.01%
5
344
$2.57K ﹤0.01%
+11
345
$2.51K ﹤0.01%
8
346
$2.5K ﹤0.01%
9
347
$2.48K ﹤0.01%
17
348
$2.48K ﹤0.01%
650
349
$2.44K ﹤0.01%
17
-1
350
$2.42K ﹤0.01%
17
12 13
14
15 16