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
201
$10.9K 0.01%
108
+1
202
$10.8K 0.01%
107
+2
203
$10.7K 0.01%
46
+13
204
$10.7K 0.01%
+30
205
$10.6K 0.01%
7
+2
206
$10.6K 0.01%
86
+29
207
$10.5K 0.01%
+21
208
$10.5K 0.01%
108
-37
209
$10.5K 0.01%
146
210
$10.4K 0.01%
69
+60
211
$10.3K 0.01%
40
+16
212
$9.78K 0.01%
18
-2
213
$9.62K 0.01%
43
214
$9.5K 0.01%
+33
215
$9.42K 0.01%
+63
216
$9.39K 0.01%
+43
217
$9.34K 0.01%
45
-3,832
218
$9.29K 0.01%
245
219
$9.21K 0.01%
158
-35
220
$9.04K 0.01%
28
+11
221
$8.83K 0.01%
141
+106
222
$8.8K 0.01%
27
-13
223
$8.78K 0.01%
16
+13
224
$8.77K 0.01%
124
+1
225
$8.71K 0.01%
+99
7 8
9
10 11