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
201
$9.98K 0.01%
32
202
$9.95K 0.01%
+190
203
$9.9K 0.01%
20
-10
204
$9.45K 0.01%
19
205
$9.32K 0.01%
193
-8
206
$9.29K 0.01%
101
207
$9.21K 0.01%
2
208
$9.21K 0.01%
740
209
$9.03K 0.01%
123
+1
210
$8.81K 0.01%
110
+70
211
$8.63K 0.01%
34
-5
212
$8.41K 0.01%
27
213
$8.4K 0.01%
72
214
$8.21K 0.01%
116
215
$8.19K 0.01%
121
-19
216
$8.13K 0.01%
16
217
$7.9K 0.01%
+160
218
$7.82K 0.01%
146
219
$7.76K 0.01%
+109
220
$7.65K 0.01%
245
221
$7.6K 0.01%
35
+24
222
$7.56K 0.01%
+18
223
$7.53K 0.01%
28
-2
224
$7.5K 0.01%
246
+44
225
$7.3K 0.01%
103
-91
7 8
9
10 11