CWP
Clark Wealth Partners Portfolio holdings
AUM
$164M
1-Year Est. Return
18.16%
This Fund
S&P 500
1 Year Est. Return
+18.16%
AUM
$164M
AUM Growth
+$16M
(+11%)
Holding
656
Top Buys
| 1 | +$16.9M | |
| 2 | +$9.52M | |
| 3 | +$6.57M | |
| 4 |
Invesco S&P MidCap Quality ETF
XMHQ
|
+$3.76M |
| 5 |
Morgan Stanley
MS
|
+$826K |
Top Sells
| 1 | +$15.2M | |
| 2 | +$10.9M | |
| 3 | +$4.89M | |
| 4 |
Invesco S&P SmallCap Momentum ETF
XSMO
|
+$2.32M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
651
Tetra Tech
TTEK
$10.6B
| – | – |
-450
|
|