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
451
$876 ﹤0.01%
7
452
$848 ﹤0.01%
3
453
$845 ﹤0.01%
12
-15,254
454
$844 ﹤0.01%
+10
455
$838 ﹤0.01%
5
456
$837 ﹤0.01%
13
457
$827 ﹤0.01%
+9
458
$800 ﹤0.01%
+50
459
$799 ﹤0.01%
+3
460
$781 ﹤0.01%
15
+2
461
$774 ﹤0.01%
11
-8
462
$768 ﹤0.01%
+19
463
$765 ﹤0.01%
+11
464
$756 ﹤0.01%
+14
465
$741 ﹤0.01%
+12
466
$736 ﹤0.01%
10
-8,008
467
$734 ﹤0.01%
6
468
$730 ﹤0.01%
+4
469
$727 ﹤0.01%
+2
470
$725 ﹤0.01%
+6
471
$724 ﹤0.01%
+4
472
$717 ﹤0.01%
+27
473
$714 ﹤0.01%
+12
474
$712 ﹤0.01%
+4
475
$708 ﹤0.01%
35
+3
17 18
19
20 21