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
76
$46.1K 0.04%
+705
77
$45.8K 0.04%
+507
78
$45.7K 0.04%
+140
79
$44.5K 0.03%
+311
80
$42.1K 0.03%
+87
81
$41.7K 0.03%
+631
82
$41.7K 0.03%
+172
83
$41.5K 0.03%
+125
84
$41.5K 0.03%
+365
85
$40.9K 0.03%
+424
86
$40.9K 0.03%
+207
87
$40.7K 0.03%
+243
88
$40.1K 0.03%
+80
89
$40K 0.03%
+540
90
$39.9K 0.03%
+170
91
$37.8K 0.03%
+280
92
$37.6K 0.03%
+310
93
$37.3K 0.03%
+630
94
$36.6K 0.03%
+207
95
$36.2K 0.03%
+695
96
$35.5K 0.03%
+1,624
97
$34.9K 0.03%
+255
98
$34.4K 0.03%
+190
99
$34.3K 0.03%
+66
100
$34.3K 0.03%
+255
2 3
4
5 6