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
451
$944 ﹤0.01%
+9
452
$930 ﹤0.01%
+11
453
$927 ﹤0.01%
+29
454
$915 ﹤0.01%
+17
455
$902 ﹤0.01%
+10
456
$863 ﹤0.01%
+6
457
$856 ﹤0.01%
+3
458
$848 ﹤0.01%
+12
459
$815 ﹤0.01%
+4
460
$815 ﹤0.01%
+12
461
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+13
462
$798 ﹤0.01%
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463
$797 ﹤0.01%
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464
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465
$780 ﹤0.01%
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466
$778 ﹤0.01%
+18
467
$773 ﹤0.01%
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468
$769 ﹤0.01%
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469
$768 ﹤0.01%
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470
$732 ﹤0.01%
+42
471
$717 ﹤0.01%
+13
472
$697 ﹤0.01%
+1
473
$696 ﹤0.01%
+6
474
$685 ﹤0.01%
+199
475
$683 ﹤0.01%
+39
17 18
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