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
351
$2.08K ﹤0.01%
+11
352
$2.08K ﹤0.01%
+23
353
$2.07K ﹤0.01%
+97
354
$2.06K ﹤0.01%
+11
355
$2.05K ﹤0.01%
+36
356
$2.02K ﹤0.01%
+9
357
$2.02K ﹤0.01%
+26
358
$2.02K ﹤0.01%
+13
359
$2K ﹤0.01%
+7
360
$2K ﹤0.01%
+22
361
$1.94K ﹤0.01%
+53
362
$1.92K ﹤0.01%
+25
363
$1.91K ﹤0.01%
+25
364
$1.89K ﹤0.01%
+43
365
$1.88K ﹤0.01%
+6
366
$1.88K ﹤0.01%
+14
367
$1.88K ﹤0.01%
+9
368
$1.86K ﹤0.01%
+3
369
$1.85K ﹤0.01%
+20
370
$1.85K ﹤0.01%
+7
371
$1.84K ﹤0.01%
+10
372
$1.83K ﹤0.01%
+57
373
$1.82K ﹤0.01%
+27
374
$1.82K ﹤0.01%
+24
375
$1.81K ﹤0.01%
+16
13 14
15
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