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
151
$20.6K 0.02%
235
152
$20.6K 0.02%
155
-48
153
$19.9K 0.01%
90
154
$19.7K 0.01%
+150
155
$19.7K 0.01%
1,023
156
$19.4K 0.01%
175
157
$18.9K 0.01%
80
158
$18.7K 0.01%
133
159
$17.7K 0.01%
+171
160
$17.7K 0.01%
+189
161
$16.8K 0.01%
130
-180
162
$16.8K 0.01%
434
+5
163
$16.1K 0.01%
104
+2
164
$15.8K 0.01%
122
+19
165
$15.6K 0.01%
+32
166
$15.3K 0.01%
363
-133
167
$15.2K 0.01%
72
+4
168
$14.6K 0.01%
104
-81
169
$14.2K 0.01%
220
170
$14.1K 0.01%
179
171
$13.8K 0.01%
36
+14
172
$13.8K 0.01%
39
173
$13.7K 0.01%
37
-2
174
$13.7K 0.01%
+79
175
$13.5K 0.01%
1,552
+19
5 6
7
8 9