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
126
$29.8K 0.02%
255
127
$29.7K 0.02%
51
+49
128
$29.6K 0.02%
172
129
$29.1K 0.02%
240
130
$28.9K 0.02%
170
-37
131
$28.2K 0.02%
1,330
132
$27.9K 0.02%
2,780
+829
133
$27.8K 0.02%
120
134
$27.6K 0.02%
44
-4
135
$26.7K 0.02%
270
136
$26.4K 0.02%
32
-8
137
$26.2K 0.02%
+308
138
$25.9K 0.02%
595
139
$25.8K 0.02%
+80
140
$25.1K 0.02%
297
+61
141
$24.7K 0.02%
45
142
$24.5K 0.02%
89
-12
143
$24.4K 0.02%
265
+57
144
$24.2K 0.02%
260
145
$24K 0.02%
150
146
$22.6K 0.02%
584
+4
147
$21.9K 0.02%
131
+1
148
$21.5K 0.02%
218
+1
149
$21.4K 0.02%
101
-71
150
$20.9K 0.02%
247
4 5
6
7 8