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
$148M
AUM Growth
+$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
644
New
Increased
Reduced
Closed

Top Buys

1
+$17.2M
2
+$8.72M
3
+$1.07M
4
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$752K
5
MO icon
Altria Group
MO
+$595K

Top Sells

1
+$11.6M
2
+$5.54M
3
+$3.27M
4
XMHQ icon
Invesco S&P MidCap Quality ETF
XMHQ
+$1.25M
5
TXN icon
Texas Instruments
TXN
+$796K

Sector Composition

1 Technology 4%
2 Industrials 2.26%
3 Financials 2.26%
4 Consumer Discretionary 2.09%
5 Healthcare 1.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$1.61K ﹤0.01%
29
+1
402
$1.54K ﹤0.01%
15
403
$1.46K ﹤0.01%
+20
404
$1.46K ﹤0.01%
6
405
$1.44K ﹤0.01%
13
406
$1.44K ﹤0.01%
14
+6
407
$1.43K ﹤0.01%
301
408
$1.43K ﹤0.01%
34
-126
409
$1.42K ﹤0.01%
7
+1
410
$1.42K ﹤0.01%
29
-94
411
$1.4K ﹤0.01%
27
-1
412
$1.4K ﹤0.01%
+34
413
$1.39K ﹤0.01%
+10
414
$1.39K ﹤0.01%
22
+1
415
$1.32K ﹤0.01%
13
-158
416
$1.31K ﹤0.01%
8
-40
417
$1.31K ﹤0.01%
6
418
$1.29K ﹤0.01%
38
419
$1.29K ﹤0.01%
+11
420
$1.24K ﹤0.01%
9
-11
421
$1.21K ﹤0.01%
19
-8
422
$1.17K ﹤0.01%
5
423
$1.16K ﹤0.01%
+21
424
$1.16K ﹤0.01%
7
-3
425
$1.15K ﹤0.01%
17
15 16
17
18 19