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
176
$13.3K 0.01%
14
+7
177
$13.2K 0.01%
450
178
$13K 0.01%
116
-18
179
$13K 0.01%
40
+1
180
$12.5K 0.01%
425
-95
181
$12.4K 0.01%
78
-1
182
$12.3K 0.01%
+209
183
$12.1K 0.01%
146
+12
184
$11.8K 0.01%
337
185
$11.7K 0.01%
88
186
$11.5K 0.01%
105
-36
187
$11.5K 0.01%
77
+1
188
$11.4K 0.01%
+155
189
$11.3K 0.01%
66
+34
190
$11.3K 0.01%
66
+29
191
$11.2K 0.01%
258
+2
192
$11.2K 0.01%
107
193
$11.2K 0.01%
24
+17
194
$11K 0.01%
37
195
$11K 0.01%
109
196
$10.9K 0.01%
16
+9
197
$10.6K 0.01%
122
+54
198
$10.5K 0.01%
145
+80
199
$10.5K 0.01%
48
-3
200
$10.4K 0.01%
55
6 7
8
9 10