CWP
Capital Wealth Planning Portfolio holdings
AUM $11.5B
AUM
$11.5B
AUM Growth
+$721M (+7%)
Cap. Flow
+$496M
Cap. Flow % of AUM
4.3%
Top 10 Holdings %Top 10 Hldgs %
48.72%
Holding
161
New
29
Increased
70
Reduced
35
Closed
20
Top Buys
1 | $348M | |
2 | $346M | |
3 | $241M | |
4 | $136M | |
5 | $119M |
Top Sells
1 | $283M | |
2 | $196M | |
3 | $185M | |
4 | $185M | |
5 | $109M |
Sector Composition
1 | Financials | 26.23% |
2 | Technology | 15.66% |
3 | Industrials | 13.18% |
4 | Consumer Discretionary | 12.36% |
5 | Healthcare | 7.41% |