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
101
$33.8K 0.03%
+270
102
$33.8K 0.03%
+48
103
$32.8K 0.03%
+248
104
$32.8K 0.03%
+467
105
$32.7K 0.03%
+105
106
$32.6K 0.03%
+240
107
$32.2K 0.03%
+1,413
108
$32.2K 0.03%
+250
109
$32K 0.02%
+565
110
$31K 0.02%
+172
111
$30.9K 0.02%
+40
112
$30.9K 0.02%
+185
113
$30.7K 0.02%
+385
114
$30K 0.02%
+595
115
$29.3K 0.02%
+101
116
$27.7K 0.02%
+521
117
$27.4K 0.02%
+1,330
118
$26K 0.02%
+150
119
$25.8K 0.02%
+120
120
$24.2K 0.02%
+217
121
$23.7K 0.02%
+496
122
$23.7K 0.02%
+45
123
$23.5K 0.02%
+203
124
$23.4K 0.02%
+175
125
$23.3K 0.02%
+235
3 4
5
6 7