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
151
$22.2K 0.02%
73
-108
152
$22.2K 0.02%
150
153
$22.2K 0.02%
680
+255
154
$21.5K 0.01%
148
-7
155
$21.5K 0.01%
+295
156
$20.8K 0.01%
157
+146
157
$20.4K 0.01%
40
+1
158
$19.8K 0.01%
118
-15
159
$19.2K 0.01%
41
+17
160
$19.2K 0.01%
103
-19
161
$19K 0.01%
1,386
+646
162
$18.7K 0.01%
1,023
163
$18.2K 0.01%
73
+1
164
$18.2K 0.01%
127
-4
165
$17.7K 0.01%
175
166
$17.2K 0.01%
1,586
-1,194
167
$16.9K 0.01%
439
+5
168
$16.7K 0.01%
220
169
$16.5K 0.01%
155
170
$16.2K 0.01%
37
171
$16.2K 0.01%
450
172
$16.1K 0.01%
105
+1
173
$16.1K 0.01%
30
+12
174
$15.8K 0.01%
186
+70
175
$15.6K 0.01%
111
+39
5 6
7
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