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
126
$23.2K 0.02%
+260
127
$21.9K 0.02%
+152
128
$21.9K 0.02%
+90
129
$21.8K 0.02%
+75
130
$20.9K 0.02%
+580
131
$20.6K 0.02%
+1,023
132
$20.5K 0.02%
+247
133
$19.3K 0.02%
+1,951
134
$19.1K 0.01%
+1,533
135
$19K 0.01%
+133
136
$18.9K 0.01%
+130
137
$18.2K 0.01%
+80
138
$17.9K 0.01%
+450
139
$17.8K 0.01%
+236
140
$17.8K 0.01%
+141
141
$17.1K 0.01%
+208
142
$16.8K 0.01%
+520
143
$16K 0.01%
+39
144
$15.7K 0.01%
+30
145
$15.7K 0.01%
+179
146
$15.5K 0.01%
+190
147
$15.4K 0.01%
+220
148
$14.5K 0.01%
+429
149
$14.3K 0.01%
+68
150
$14.3K 0.01%
+102
4 5
6
7 8