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
476
$665 ﹤0.01%
+9
477
$651 ﹤0.01%
+15
478
$649 ﹤0.01%
+32
479
$638 ﹤0.01%
+13
480
$603 ﹤0.01%
+7
481
$595 ﹤0.01%
+8
482
$551 ﹤0.01%
+19
483
$534 ﹤0.01%
+6
484
$479 ﹤0.01%
+7
485
$476 ﹤0.01%
+37
486
$457 ﹤0.01%
+5
487
$448 ﹤0.01%
+4
488
$420 ﹤0.01%
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489
$415 ﹤0.01%
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490
$400 ﹤0.01%
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491
$393 ﹤0.01%
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492
$368 ﹤0.01%
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493
$347 ﹤0.01%
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494
$334 ﹤0.01%
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495
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496
$301 ﹤0.01%
+8
497
$298 ﹤0.01%
+8
498
$291 ﹤0.01%
+3
499
$269 ﹤0.01%
+25
500
$228 ﹤0.01%
+100
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