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
401
$1.62K ﹤0.01%
13
402
$1.6K ﹤0.01%
30
403
$1.57K ﹤0.01%
+7
404
$1.53K ﹤0.01%
47
405
$1.52K ﹤0.01%
11
406
$1.52K ﹤0.01%
28
+1
407
$1.49K ﹤0.01%
3
408
$1.46K ﹤0.01%
6
409
$1.44K ﹤0.01%
21
+2
410
$1.44K ﹤0.01%
12
+1
411
$1.43K ﹤0.01%
3
412
$1.38K ﹤0.01%
12
413
$1.37K ﹤0.01%
38
414
$1.35K ﹤0.01%
+16
415
$1.32K ﹤0.01%
12
416
$1.32K ﹤0.01%
24
417
$1.31K ﹤0.01%
27
418
$1.29K ﹤0.01%
15
+1
419
$1.29K ﹤0.01%
6
-2
420
$1.25K ﹤0.01%
+6
421
$1.24K ﹤0.01%
18
+5
422
$1.23K ﹤0.01%
+33
423
$1.23K ﹤0.01%
23
+6
424
$1.22K ﹤0.01%
17
+2
425
$1.18K ﹤0.01%
9
15 16
17
18 19