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
101
$40.6K 0.03%
647
+16
102
$40.5K 0.03%
171
+1
103
$40.3K 0.03%
1,427
+14
104
$40K 0.03%
459
+35
105
$38.9K 0.03%
311
106
$38.8K 0.03%
+225
107
$38.7K 0.03%
248
108
$38.1K 0.03%
125
109
$37.6K 0.03%
80
110
$37.3K 0.03%
207
111
$36.8K 0.03%
365
112
$36K 0.03%
1,624
113
$35.6K 0.03%
280
+265
114
$35.3K 0.03%
+440
115
$34.4K 0.03%
82
-5
116
$34K 0.03%
695
117
$33.9K 0.03%
250
+2
118
$33.8K 0.03%
565
119
$33.6K 0.02%
469
+2
120
$32.7K 0.02%
313
+63
121
$32.4K 0.02%
195
+43
122
$32K 0.02%
105
123
$31.5K 0.02%
190
124
$30.9K 0.02%
385
125
$30.5K 0.02%
553
+32
3 4
5
6 7