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
426
$1.28K ﹤0.01%
+11
427
$1.26K ﹤0.01%
+12
428
$1.23K ﹤0.01%
+38
429
$1.22K ﹤0.01%
+12
430
$1.19K ﹤0.01%
+73
431
$1.17K ﹤0.01%
+9
432
$1.16K ﹤0.01%
+3
433
$1.15K ﹤0.01%
+29
434
$1.15K ﹤0.01%
+2
435
$1.13K ﹤0.01%
+11
436
$1.13K ﹤0.01%
+5
437
$1.12K ﹤0.01%
+9
438
$1.12K ﹤0.01%
+19
439
$1.12K ﹤0.01%
+6
440
$1.1K ﹤0.01%
+6
441
$1.08K ﹤0.01%
+46
442
$1.08K ﹤0.01%
+15
443
$1.07K ﹤0.01%
+16
444
$1.06K ﹤0.01%
+10
445
$1.04K ﹤0.01%
+37
446
$1.03K ﹤0.01%
+10
447
$1.01K ﹤0.01%
+21
448
$1.01K ﹤0.01%
+23
449
$996 ﹤0.01%
+39
450
$965 ﹤0.01%
+14
16 17
18
19 20