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
426
$1.17K ﹤0.01%
26
427
$1.13K ﹤0.01%
+5
428
$1.13K ﹤0.01%
+5
429
$1.13K ﹤0.01%
39
430
$1.12K ﹤0.01%
19
+2
431
$1.1K ﹤0.01%
16
432
$1.09K ﹤0.01%
10
-3
433
$1.08K ﹤0.01%
11
434
$1.08K ﹤0.01%
37
435
$1.05K ﹤0.01%
26
-3
436
$1.05K ﹤0.01%
+3
437
$1.01K ﹤0.01%
40
-20
438
$1.01K ﹤0.01%
+6
439
$1.01K ﹤0.01%
13
+2
440
$1.01K ﹤0.01%
6
441
$955 ﹤0.01%
10
442
$931 ﹤0.01%
+4
443
$922 ﹤0.01%
+23
444
$920 ﹤0.01%
3
445
$919 ﹤0.01%
2
-13
446
$909 ﹤0.01%
2
-1
447
$906 ﹤0.01%
26
-3
448
$893 ﹤0.01%
+14
449
$884 ﹤0.01%
+6
450
$880 ﹤0.01%
4
16 17
18
19 20