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
$148M
AUM Growth
+$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
644
New
Increased
Reduced
Closed

Top Buys

1
+$17.2M
2
+$8.72M
3
+$1.07M
4
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$752K
5
MO icon
Altria Group
MO
+$595K

Top Sells

1
+$11.6M
2
+$5.54M
3
+$3.27M
4
XMHQ icon
Invesco S&P MidCap Quality ETF
XMHQ
+$1.25M
5
TXN icon
Texas Instruments
TXN
+$796K

Sector Composition

1 Technology 4%
2 Industrials 2.26%
3 Financials 2.26%
4 Consumer Discretionary 2.09%
5 Healthcare 1.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$30.8K 0.02%
+150
127
$30.8K 0.02%
95
-10
128
$30K 0.02%
152
+73
129
$29.9K 0.02%
232
-48
130
$29.7K 0.02%
194
-1
131
$29.2K 0.02%
120
132
$29.1K 0.02%
1,330
133
$29K 0.02%
160
-12
134
$28.5K 0.02%
131
-19
135
$28.5K 0.02%
244
-67
136
$28.2K 0.02%
101
137
$28.1K 0.02%
445
-586
138
$27.9K 0.02%
+196
139
$27.8K 0.02%
526
-27
140
$27.6K 0.02%
460
-597
141
$27.3K 0.02%
+293
142
$27.1K 0.02%
89
143
$26.1K 0.02%
308
144
$26K 0.02%
108
-138
145
$24.6K 0.02%
585
+1
146
$24.4K 0.02%
271
+226
147
$24.3K 0.02%
265
148
$24.2K 0.02%
31
-1
149
$22.8K 0.02%
247
150
$22.5K 0.02%
+92
4 5
6
7 8