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CWP

Capital Wealth Planning Portfolio holdings

AUM $18.1B
1-Year Est. Return 26.87%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.87%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.67B
AUM Growth
+$99.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
268
New
Increased
Reduced
Closed

Top Buys

1
+$45.7M
2
+$44.4M
3
+$42.5M
4
SLB icon
SLB Ltd
SLB
+$39.8M
5
V icon
Visa
V
+$31.9M

Top Sells

1
+$77.1M
2
+$40.6M
3
+$39.1M
4
MCD icon
McDonald's
MCD
+$30.7M
5
WBA
Walgreens Boots Alliance
WBA
+$29.9M

Sector Composition

1 Healthcare 16.71%
2 Financials 16.14%
3 Consumer Staples 13.99%
4 Industrials 11.7%
5 Consumer Discretionary 11.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
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228
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229
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-7,860
230
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-27,846
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232
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-2,293
233
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-14,612
234
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235
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236
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-1,867
237
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238
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239
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-3,339
240
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-7,994
241
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-35,217
242
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-17,864
243
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244
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-2,946
245
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246
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249
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250
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-30,136
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