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
176
$9.74K 0.01%
+109
177
$9.51K 0.01%
+79
178
$9.33K 0.01%
+51
179
$9.05K 0.01%
+72
180
$8.9K 0.01%
+30
181
$8.66K 0.01%
+117
182
$8.6K 0.01%
+56
183
$8.56K 0.01%
+140
184
$8.52K 0.01%
+101
185
$8.29K 0.01%
+65
186
$8.25K 0.01%
+245
187
$8.13K 0.01%
+116
188
$8.07K 0.01%
+39
189
$7.97K 0.01%
+16
190
$7.92K 0.01%
+140
191
$7.91K 0.01%
+35
192
$7.71K 0.01%
+361
193
$7.65K 0.01%
+122
194
$7.63K 0.01%
+146
195
$7.48K 0.01%
+201
196
$7.42K 0.01%
+20
197
$7.36K 0.01%
+196
198
$7.35K 0.01%
+32
199
$7.3K 0.01%
+22
200
$7.18K 0.01%
+7
6 7
8
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