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
376
$1.8K ﹤0.01%
+7
377
$1.8K ﹤0.01%
+23
378
$1.79K ﹤0.01%
+28
379
$1.76K ﹤0.01%
+8
380
$1.75K ﹤0.01%
+19
381
$1.71K ﹤0.01%
+5
382
$1.68K ﹤0.01%
+4
383
$1.65K ﹤0.01%
+22
384
$1.65K ﹤0.01%
+66
385
$1.64K ﹤0.01%
+27
386
$1.64K ﹤0.01%
+12
387
$1.64K ﹤0.01%
+14
388
$1.63K ﹤0.01%
+60
389
$1.63K ﹤0.01%
+8
390
$1.61K ﹤0.01%
+14
391
$1.61K ﹤0.01%
+28
392
$1.6K ﹤0.01%
+50
393
$1.6K ﹤0.01%
+49
394
$1.6K ﹤0.01%
+17
395
$1.58K ﹤0.01%
+11
396
$1.55K ﹤0.01%
+16
397
$1.55K ﹤0.01%
+13
398
$1.55K ﹤0.01%
+3
399
$1.55K ﹤0.01%
+25
400
$1.55K ﹤0.01%
+27
14 15
16
17 18