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
501
$286 ﹤0.01%
+6
502
$284 ﹤0.01%
5
-1
503
$266 ﹤0.01%
8
504
$264 ﹤0.01%
50
505
$251 ﹤0.01%
5
506
$218 ﹤0.01%
25
507
$216 ﹤0.01%
3
-4
508
$216 ﹤0.01%
3
-187
509
$176 ﹤0.01%
100
510
$132 ﹤0.01%
1
511
$123 ﹤0.01%
3
512
$117 ﹤0.01%
6
513
$104 ﹤0.01%
1
514
$96 ﹤0.01%
3
515
$86 ﹤0.01%
13
516
$82 ﹤0.01%
1
517
$74 ﹤0.01%
1
518
$32 ﹤0.01%
6
519
$27 ﹤0.01%
31
520
$23 ﹤0.01%
2
521
$23 ﹤0.01%
1
522
$19 ﹤0.01%
23
523
$19 ﹤0.01%
4
524
$16 ﹤0.01%
3
525
$11 ﹤0.01%
9
19 20
21
22 23