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
$1.57B
AUM Growth
+$196M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
292
New
Increased
Reduced
Closed

Top Buys

1
+$68.8M
2
+$42.2M
3
+$40.9M
4
AAPL icon
Apple
AAPL
+$26.3M
5
V icon
Visa
V
+$23M

Top Sells

1
+$35.9M
2
+$35.4M
3
+$24.3M
4
NUE icon
Nucor
NUE
+$20.5M
5
VZ icon
Verizon
VZ
+$18.2M

Sector Composition

1 Healthcare 15.71%
2 Financials 15%
3 Consumer Staples 13.71%
4 Technology 11.3%
5 Consumer Discretionary 10.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$226K 0.01%
4,201
227
$222K 0.01%
2,120
-100
228
$221K 0.01%
+108
229
$218K 0.01%
+2,170
230
$215K 0.01%
+4,310
231
$214K 0.01%
7,705
-5,784
232
$213K 0.01%
+2,259
233
$213K 0.01%
21,450
+6,000
234
$212K 0.01%
+3,197
235
$211K 0.01%
+2,223
236
$210K 0.01%
3,496
237
$210K 0.01%
1,771
-73
238
$209K 0.01%
4,936
+71
239
$207K 0.01%
6,000
240
$205K 0.01%
+7,860
241
$201K 0.01%
+5,738
242
$197K 0.01%
12,372
+211
243
$197K 0.01%
12,500
244
$178K 0.01%
27,846
-1,485
245
$173K 0.01%
4,794
-1,984
246
$166K 0.01%
19,276
+300
247
$158K 0.01%
16,500
-3,500
248
$141K 0.01%
16,050
-450
249
$133K 0.01%
28,400
250
$132K 0.01%
10,600
8 9
10
11 12