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
476
$700 ﹤0.01%
+8
477
$664 ﹤0.01%
9
478
$658 ﹤0.01%
31
-3
479
$615 ﹤0.01%
+8
480
$592 ﹤0.01%
+4
481
$589 ﹤0.01%
19
482
$587 ﹤0.01%
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-2
483
$572 ﹤0.01%
+6
484
$571 ﹤0.01%
1
485
$555 ﹤0.01%
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-2
486
$545 ﹤0.01%
+30
487
$543 ﹤0.01%
25
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$455 ﹤0.01%
32
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$443 ﹤0.01%
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490
$441 ﹤0.01%
5
491
$432 ﹤0.01%
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$404 ﹤0.01%
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493
$397 ﹤0.01%
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$391 ﹤0.01%
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$387 ﹤0.01%
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$336 ﹤0.01%
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-3
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$332 ﹤0.01%
12
498
$328 ﹤0.01%
199
499
$326 ﹤0.01%
9
-43
500
$293 ﹤0.01%
15
-51
18 19
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21 22