CWM

Capital Wealth Management Portfolio holdings

AUM $287M
1-Year Est. Return 10.43%
This Quarter Est. Return
1 Year Est. Return
+10.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$148M
AUM Growth
+$18.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$2.03M
2
+$1.9M
3
+$1.32M
4
GUNR icon
FlexShares Global Upstream Natural Resources Index Fund
GUNR
+$1.24M
5
FTSL icon
First Trust Senior Loan Fund ETF
FTSL
+$1.04M

Top Sells

1
+$1.04M
2
+$959K
3
+$838K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$511K
5
XLB icon
State Street Materials Select Sector SPDR ETF
XLB
+$486K

Sector Composition

1 Industrials 0.01%
2 Financials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$230K 0.16%
+3,197
52
$220K 0.15%
+2,967
53
$17.6K 0.01%
1,704
54
– –
-26,471
1 2
3