CWP

Capital Wealth Planning Portfolio holdings

AUM $14.2B
1-Year Est. Return 20.45%
This Quarter Est. Return
1 Year Est. Return
+20.45%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.38B
AUM Growth
+$1.23B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
309
New
Increased
Reduced
Closed

Top Buys

1
+$71.4M
2
+$71.3M
3
+$63.1M
4
DIS icon
Walt Disney
DIS
+$62.6M
5
AXP icon
American Express
AXP
+$59.4M

Top Sells

1
+$4.34M
2
+$1.25M
3
+$951K
4
ILTB icon
iShares Core 10+ Year USD Bond ETF
ILTB
+$221K

Sector Composition

1 Financials 14.32%
2 Consumer Staples 13.58%
3 Industrials 12.13%
4 Healthcare 11.96%
5 Consumer Discretionary 10.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$211K 0.02%
+3,775
227
$210K 0.02%
3,496
228
$209K 0.02%
+4,154
229
$206K 0.01%
+2,125
230
$205K 0.01%
+13,272
231
$205K 0.01%
+2,220
232
$204K 0.01%
+6,000
233
$203K 0.01%
+14,300
234
$201K 0.01%
+4,865
235
$201K 0.01%
+21,787
236
$201K 0.01%
+1,737
237
$200K 0.01%
+2,903
238
$196K 0.01%
+29,331
239
$194K 0.01%
+18,976
240
$192K 0.01%
+12,500
241
$189K 0.01%
+10,600
242
$182K 0.01%
+12,161
243
$152K 0.01%
+13,490
244
$148K 0.01%
+17,852
245
$147K 0.01%
+15,450
246
$146K 0.01%
+16,500
247
$145K 0.01%
+5,800
248
$130K 0.01%
+28,400
249
$110K 0.01%
+25,956
250
$90K 0.01%
+31,500
7 8 9
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