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
426
$1.08K ﹤0.01%
+13
427
$1.08K ﹤0.01%
6
428
$1.06K ﹤0.01%
+11
429
$1.05K ﹤0.01%
33
430
$1.05K ﹤0.01%
26
431
$1.01K ﹤0.01%
8
-69
432
$1.01K ﹤0.01%
21
-55
433
$1.01K ﹤0.01%
+7
434
$990 ﹤0.01%
+10
435
$986 ﹤0.01%
13
-71
436
$984 ﹤0.01%
+22
437
$970 ﹤0.01%
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438
$960 ﹤0.01%
+12
439
$953 ﹤0.01%
17
-105
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$939 ﹤0.01%
4
441
$939 ﹤0.01%
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-2
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$937 ﹤0.01%
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$918 ﹤0.01%
28
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$899 ﹤0.01%
35
-2
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$896 ﹤0.01%
7
447
$895 ﹤0.01%
2
448
$888 ﹤0.01%
6
+1
449
$879 ﹤0.01%
+7
450
$859 ﹤0.01%
+6
16 17
18
19 20