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
151
$13.9K 0.01%
+194
152
$13.8K 0.01%
+155
153
$13.6K 0.01%
+107
154
$13.3K 0.01%
+39
155
$12.4K 0.01%
+134
156
$11.8K 0.01%
+60
157
$11.8K 0.01%
+100
158
$11.7K 0.01%
+55
159
$11.6K 0.01%
+76
160
$11.6K 0.01%
+134
161
$11.4K 0.01%
+256
162
$11.3K 0.01%
+103
163
$11.3K 0.01%
+32
164
$11.1K 0.01%
+92
165
$11K 0.01%
+337
166
$10.9K 0.01%
+39
167
$10.6K 0.01%
+96
168
$10.3K 0.01%
+148
169
$10.3K 0.01%
+55
170
$10.2K 0.01%
+37
171
$9.95K 0.01%
+88
172
$9.94K 0.01%
+2
173
$9.88K 0.01%
+19
174
$9.84K 0.01%
+740
175
$9.78K 0.01%
+22
5 6
7
8 9