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
501
$222 ﹤0.01%
+50
502
$194 ﹤0.01%
+5
503
$133 ﹤0.01%
+3
504
$106 ﹤0.01%
+6
505
$104 ﹤0.01%
+1
506
$104 ﹤0.01%
+3
507
$102 ﹤0.01%
+13
508
$101 ﹤0.01%
+1
509
$97 ﹤0.01%
+2
510
$96 ﹤0.01%
+1
511
$85 ﹤0.01%
+1
512
$82 ﹤0.01%
+1
513
$77 ﹤0.01%
+2
514
$66 ﹤0.01%
+6
515
$64 ﹤0.01%
+31
516
$45 ﹤0.01%
+1
517
$34 ﹤0.01%
+1
518
$32 ﹤0.01%
+23
519
$32 ﹤0.01%
+1
520
$31 ﹤0.01%
+4
521
$27 ﹤0.01%
+2
522
$27 ﹤0.01%
+1
523
$18 ﹤0.01%
+1
524
$16 ﹤0.01%
+9
525
$16 ﹤0.01%
+8
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