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
351
$2.42K ﹤0.01%
55
-3
352
$2.41K ﹤0.01%
12
353
$2.39K ﹤0.01%
8
+1
354
$2.35K ﹤0.01%
+42
355
$2.3K ﹤0.01%
50
+42
356
$2.3K ﹤0.01%
96
-1
357
$2.29K ﹤0.01%
22
358
$2.27K ﹤0.01%
32
359
$2.26K ﹤0.01%
4
360
$2.2K ﹤0.01%
14
361
$2.17K ﹤0.01%
30
-87
362
$2.15K ﹤0.01%
12
363
$2.14K ﹤0.01%
34
-2
364
$2.13K ﹤0.01%
199
-118
365
$2.11K ﹤0.01%
12
+1
366
$2.09K ﹤0.01%
16
-1
367
$2.06K ﹤0.01%
301
368
$2.06K ﹤0.01%
20
369
$2.05K ﹤0.01%
60
+3
370
$2.05K ﹤0.01%
35
-6
371
$2.03K ﹤0.01%
6
372
$2.02K ﹤0.01%
27
-1
373
$2K ﹤0.01%
11
374
$1.98K ﹤0.01%
7
375
$1.98K ﹤0.01%
+16
13 14
15
16 17