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
$164M
AUM Growth
+$16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
656
New
Increased
Reduced
Closed

Top Buys

1
+$16.9M
2
+$9.52M
3
+$6.57M
4
XMHQ icon
Invesco S&P MidCap Quality ETF
XMHQ
+$3.76M
5
MS icon
Morgan Stanley
MS
+$826K

Top Sells

1
+$15.2M
2
+$10.9M
3
+$4.89M
4
XSMO icon
Invesco S&P SmallCap Momentum ETF
XSMO
+$2.32M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$2.01M

Sector Composition

1 Technology 4.69%
2 Financials 3.06%
3 Industrials 2.4%
4 Healthcare 1.93%
5 Consumer Discretionary 1.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
RVTY icon
476
Revvity
RVTY
$11.3B
$1.16K ﹤0.01%
12
+6
PFG icon
477
Principal Financial Group
PFG
$21B
$1.15K ﹤0.01%
+13
IFF icon
478
International Flavors & Fragrances
IFF
$18.8B
$1.15K ﹤0.01%
+17
FBTC icon
479
Fidelity Wise Origin Bitcoin Fund
FBTC
$8.39B
$1.14K ﹤0.01%
15
+12
TROW icon
480
T. Rowe Price
TROW
$20.1B
$1.13K ﹤0.01%
11
ALLE icon
481
Allegion
ALLE
$15.1B
$1.11K ﹤0.01%
7
BOTZ icon
482
Global X Robotics & Artificial Intelligence ETF
BOTZ
$3.22B
$1.1K ﹤0.01%
30
-65
EQR icon
483
Equity Residential
EQR
$23.5B
$1.07K ﹤0.01%
17
DD icon
484
DuPont de Nemours
DD
$19.1B
$1.04K ﹤0.01%
+62
EXPD icon
485
Expeditors International
EXPD
$21.9B
$1.04K ﹤0.01%
7
LNT icon
486
Alliant Energy
LNT
$17.2B
$1.04K ﹤0.01%
16
+4
LULU icon
487
lululemon athletica
LULU
$20B
$1.04K ﹤0.01%
+5
HII icon
488
Huntington Ingalls Industries
HII
$14.5B
$1.02K ﹤0.01%
3
EVRG icon
489
Evergy
EVRG
$17.9B
$1.01K ﹤0.01%
14
+3
GWW icon
490
W.W. Grainger
GWW
$56.3B
$1.01K ﹤0.01%
1
-2
NUE icon
491
Nucor
NUE
$42.7B
$979 ﹤0.01%
+6
SBAC icon
492
SBA Communications
SBAC
$19.2B
$967 ﹤0.01%
5
+1
CHRW icon
493
C.H. Robinson
CHRW
$23.3B
$965 ﹤0.01%
6
NDSN icon
494
Nordson
NDSN
$15.7B
$962 ﹤0.01%
4
L icon
495
Loews
L
$22.9B
$948 ﹤0.01%
9
GPN icon
496
Global Payments
GPN
$20B
$929 ﹤0.01%
12
MKC icon
497
McCormick & Company Non-Voting
MKC
$18B
$885 ﹤0.01%
13
GPC icon
498
Genuine Parts
GPC
$20.3B
$861 ﹤0.01%
7
PSKY
499
Paramount Skydance Corp
PSKY
$11.6B
$858 ﹤0.01%
+64
ROL icon
500
Rollins
ROL
$31B
$840 ﹤0.01%
14
-23
18 19
20
21 22