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
376
$1.98K ﹤0.01%
2
377
$1.96K ﹤0.01%
45
-1
378
$1.91K ﹤0.01%
25
379
$1.9K ﹤0.01%
100
380
$1.88K ﹤0.01%
+17
381
$1.88K ﹤0.01%
16
382
$1.86K ﹤0.01%
23
383
$1.85K ﹤0.01%
17
384
$1.85K ﹤0.01%
53
385
$1.84K ﹤0.01%
5
386
$1.83K ﹤0.01%
19
387
$1.81K ﹤0.01%
7
388
$1.79K ﹤0.01%
+13
389
$1.78K ﹤0.01%
26
390
$1.72K ﹤0.01%
55
+5
391
$1.71K ﹤0.01%
10
-2,413
392
$1.69K ﹤0.01%
25
393
$1.68K ﹤0.01%
27
-1
394
$1.67K ﹤0.01%
28
395
$1.67K ﹤0.01%
14
396
$1.66K ﹤0.01%
21
397
$1.65K ﹤0.01%
3
398
$1.63K ﹤0.01%
7
399
$1.63K ﹤0.01%
11
+2
400
$1.63K ﹤0.01%
45
+4
14 15
16
17 18