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
201
$7.16K 0.01%
+29
202
$7.05K 0.01%
+64
203
$7.04K 0.01%
+27
204
$6.92K 0.01%
+200
205
$6.9K 0.01%
+40
206
$6.89K 0.01%
+57
207
$6.83K 0.01%
+42
208
$6.8K 0.01%
+202
209
$6.64K 0.01%
+43
210
$6.56K 0.01%
+34
211
$6.5K 0.01%
+22
212
$6.44K 0.01%
+22
213
$6.39K 0.01%
+37
214
$6.34K ﹤0.01%
+5
215
$6.3K ﹤0.01%
+15
216
$6.22K ﹤0.01%
+163
217
$6.21K ﹤0.01%
+202
218
$6.16K ﹤0.01%
+30
219
$6.12K ﹤0.01%
+17
220
$6.06K ﹤0.01%
+54
221
$5.96K ﹤0.01%
+27
222
$5.93K ﹤0.01%
+22
223
$5.82K ﹤0.01%
+32
224
$5.74K ﹤0.01%
+22
225
$5.72K ﹤0.01%
+68
7 8
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