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
176
$15.6K 0.01%
131
+1
177
$15.5K 0.01%
32
178
$15.3K 0.01%
1,718
+166
179
$15.3K 0.01%
190
-45
180
$15.3K 0.01%
49
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181
$15.3K 0.01%
49
+12
182
$15.2K 0.01%
+270
183
$14.9K 0.01%
121
-97
184
$14.6K 0.01%
182
+3
185
$14.2K 0.01%
78
186
$13.8K 0.01%
343
+6
187
$13.6K 0.01%
127
+18
188
$13.4K 0.01%
63
+37
189
$13.2K 0.01%
25
+10
190
$13.2K 0.01%
57
-23
191
$13.1K 0.01%
289
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192
$12.4K 0.01%
112
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193
$12.3K 0.01%
+87
194
$12.3K 0.01%
261
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195
$12K 0.01%
88
196
$11.8K 0.01%
+88
197
$11.6K 0.01%
226
-369
198
$11.6K 0.01%
2
199
$11.4K 0.01%
55
200
$11.1K 0.01%
50
+2
6 7
8
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